Key Projects

INDUSTRY
PROJECT
Alternative Risk Financing including Captives & Reciprocals
Insurance & Risk Management:
  • Assisted a Canadian-based industrial company to develop a “captive insurance solution” for its General Liability and US Auto/Workers Compensation exposures which immediately stabilized its insurance costs and the captive also obtained cash flow and tax benefits for the parent.
  • Managed captive insurance companies for various mining companies and a major Canadian conglomerate with international exposures.
  • Developed a “Captive Pre-Feasibility Review” model that provides clients with projected balance sheet and profit and loss information on which decisions can be made to pursue a comprehensive Captive Study.
Educational Services
Insurance & Risk Management
  • Conducted a comprehensive risk management audit for a US based educational facility placing students abroad, which identified significant exposures to loss and provided recommendations to reduce the associated liabilities.
Government
Insurance & Risk Management
  • Provided advice to Environment Canada on the development of a Strategic Framework for an enhanced Liability and Compensation Mechanism for with respect to the Basel Protocol on the Transboundary Shipment of Hazardous Wastes and Recyclables.
  • Developed a comprehensive risk management and insurance guide for the Tourism Industry for the Canadian Tourism Commission.

Occupational Health Safety & Environment
  • Conducted accreditation assessments of ISO 9001 (quality), ISO 14001 (environmental) and ISO 13486 (medical devices) for the registrars of the Standards Council of Canada, US Registrar Accreditation Board and the Dutch Council for Accreditation.
  • Conducted accreditation assessments for United Nations Framework Convention on Climate Change under the Clean Development Mechanisms of the Kyoto Protocol.
  • Prepared first draft of standard for environmental compliance auditing for the Canadian Standards Association.
Food Processing
Occupational Health Safety & Environment
  • Prepared US Food & Drug Administration and Canada Health Protection Branch submissions for Indirect Food Additive associated with proposed process modifications to pulp bleaching process.
Health & Life Sciences
Insurance & Risk Management
  • Directed and managed the insurance renewal process and negotiations resulting in a comprehensive cost-effective insurance program.
  • Provided day-to-day risk management and insurance program administration.
  • Developed a comprehensive claims bordereau and reporting mechanism for ongoing claims handling and management.
Hospitality, Entertainment & Sports/Leisure
Insurance & Risk Management
  • Conducted comprehensive risk management and insurance program reviews and audits which identified coverage gaps and deficiencies; and provided recommendations for coverage enhancements and improvements.
  • Developed Broker Selection RFP specifications and managed the RFP process to secure the most qualified insurance broker.
  • Directed and managed the insurance renewal process and negotiations resulting in a comprehensive cost-effective insurance program.

Occupational Health, Safety & Environment
  • Developed and conducted ISO 14001 workshops for several golf club facilities.
Information Technology
Occupational Health Safety & Environment
  • Prepared occupational health, safety and environmental legislation compliance audit protocol for a management system-software company.
Manufacturing
Insurance & Risk Management
  • Managed and settled claims against historical insurance policies for the recovery of damages assessed against the potentially responsible parties to three EPA Superfund sites in the USA.

Occupational Health, Safety & Environment
  • Developed ISO 9001:2000 and ISO 14001 management systems for automotive parts manufacturer.
  • Managed remediation of 10 manufacturing sites in Michigan, Pennsylvania, Ontario and British Columbia.
  • Conducted Health, Safety and Environment (HSE) legislation compliance audit of foam manufacturing plant and development of management systems including policies, procedures, training & record keeping.
  • Prepared Industrial Hygiene strategies and studies for a variety of physical and chemical agents at aluminum casting plant, foam and plastic manufacturing plants, aluminum extrusion plants & welding wire plant.
  • Prepared National Pollution Release Inventories for aluminum casting and extrusion plants, foam manufacturing plant, plastics manufacturer and automotive parts manufacturer.
Mining
Insurance & Risk Management
  • Designed and implemented successful risk financing strategies for a mining company, resulting in the reduction of the cost of risk on a workers’ compensation program by 25% (US$1,000,000.) over a three-year period.
  • Conducted broad-based, strategic risk assessments of mining operations throughout the world which have identified the prominent business risks and provided strategies for avoiding, mitigating or financing those risks.
  • Developed comprehensive risk assessment reports which provided documentation of the due diligence.

Occupational Health Safety & Environment
  • Designed the Occupational Health & Safety Audit protocol for a large international mining operation.
  • Directed the Health & Safety audit teams of mining and other industrial operations.
  • Prepared health, safety and environment programs and approvals for mining assay laboratory and established procedures
Pension Plans
Insurance & Risk Management
  • Conducted comprehensive risk management and insurance program reviews and audits which identified coverage gaps and deficiencies; and provided recommendations for coverage improvements.
  • Directed and managed insurance renewals and negotiations and provided recommendations for enhanced coverage and limits of liability.
  • Developed Broker Selection RFP specifications and managed the RFP process to secure the most qualified insurance broker.
  • Developed comprehensive risk management work-plans focusing on key risk areas.
Real Estate & Property Management
Insurance & Risk Management
  • Brokered a cost effective, comprehensive Pollution Liability Insurance policy on behalf of a Canadian “Brownfields” real estate development company that purchased a contaminated industrial site.
  • Directed and managed the insurance renewal process and negotiations resulting in a comprehensive cost-effective insurance program with appropriate limits of liability.
  • Managed and participated in self-insured retention claims audits for risk managed accounts to ensure the adequacy of insurance reserves; and sound adjusting practices being implemented.
  • Conducted comprehensive risk management and insurance program reviews and audits which identified significant coverage disparities. Recommendations were provided for coverage improvement and harmonization leading to optimum asset protection.
  • Developed Insurance & Risk Management procedure manuals for use by Property Managers.
  • Provided ongoing risk and insurance management program administration.
  • Conducted an RFP for independent Insurance Engineering Services (property and liability).
  • Developed format for client-specific comprehensive inspection reports identifying significant exposures to loss used as an audit tool.
Transportation/Daily Car Rental
Insurance & Risk Management
  • Developed and administered risk and insurance management program for Canadian car-rental company.
  • Conducted several automobile claims audits to determine the adequacy of reserves and adjusting practices. Original audit indicated substantial under-reserve position.
Utilities
Insurance & Risk Management
  • Directed and managed the insurance renewal process for significant Ontario utility insured through the provincial insurance reciprocal.
  • Developed insurance wording manuals for in-house corporate counsel to be used in conjunction with the development of leases, agreements and service contracts.

Occupational Health, Safety & Environment
  • Developed ISO14001 environmental management systems at hydraulic, thermal and converter stations for a provincial utility.
Water Treatment & Waste Management
Occupational Health, Safety & Environment
  • Prepared plant procedures & training on setting policy & objectives, legislation, lock-out, WHMIS, confined space entry, accident investigation, inspections, emergency preparedness & response, task analysis, waste management, wastewater treatment.
  • Conducted peer review of Phase II site contamination study and site risk assessment for waste recycling facility in B.C.
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