HomeMy WebLinkAboutKeenan & Associates; 2011-12-23;AGREEMENT FOR BENEFIT BROKER/CONSULTING SERVICES
KEENAN & ASSOCIATES
THIS AGREEMENT is made and entered into as of the <3J^ day of
r>^C€^eY\h<W^ 20 (I, but effective as of the 1st day of August, 2011, by and
between the CITY OF CARLSBAD, a municipal corporation, ("City"), and Kennan & Associates,
a Corporation, ("Contractor").
RECITALS
A. City requires the professional sen/ices of a broker/benefits consultant that is
experienced in all of the necessary professional services for the on-going review of the City's
benefit programs.
B. Contractor has the necessary experience in providing professional services and
advice related to employee benefits.
C. Selection of Contractor is expected to achieve the desired results in an expedited
fashion.
D. Contractor has submitted a proposal to City and has affirmed its willingness and
ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein. City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this reference in
accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and
skill customarily exercised by reputable members of Contractor's profession practicing in the
Metropolitan Southern California Area, and will use reasonable diligence and best judgment
while exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of three (3) years from the date first
above written. The City Manager may amend the Agreement to extend it for two (2) additional
one (1) year periods or parts thereof in an amount not to exceed eighty-seven thousand dollars
($87,000) per Agreement year. Extensions will be based upon a satisfactory review of
Contractor's performance, City needs, and appropriation of funds by the City Council. The
parties will prepare a written amendment indicating the effective date and length of the extended
Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
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5. COMPENSATION
It is expressly understood by and between the City and Contractor that the Services to
be performed under this three year Agreement and the compensation for the Services
are subject to funds being annually appropriated and authorized by the Carlsbad City
Council for said Services and compensation. The City's obligations and the
Contractor's obligations under this multi-year Agreement are as follows:
A. The total fee payable for the Services to be performed during the initial three year
term shall not exceed eighty-seven thousand dollars ($87,000) per year. Funds
available for performance of Services for the first year of the Agreement are
sufficient for the performance of the first year only. For subsequent Agreement
years 2 and 3 additional annual appropriations of funds will be required. When
additional funds are available for the full performance of Services for the
subsequent year the City IVIanager or designee shall notify Contractor, in writing,
that the subsequent year funds have been appropriated. This procedure shall
apply for each successive year.
B. The City is not obligated to the Contractor for any amount over the specified per
year not to exceed amount unless this Agreement has first been amended in
writing and the basis for the increase amount is stated therein.
C. The Contractor is not obligated to incur costs for the performance of work
required for any subsequent year unless and until written notification is received
from the City IVIanager or designee of the availability of funds.
D. If annual appropriations are not made the contract may be terminated pursuant to
this section and Section 20 "Termination."
E. Contractor's Broker/Consulting services shall be billed at the annual rate of fifty-nine
thousand five hundred dollars ($59,500) for each of the three years ("Annual Rate"),
payable semi-annually in installments of $29,750.00.
F. If the parties amend the Agreement to extend it for two (2) additional one (1) year
periods, the Annual Rate shall increase by two percent (2%) per year.
G. The Parties acknowledge that additional expenses may apply if additional resources are
required for special projects outside the scope of those Contractor responsibilities
outlined in Exhibit "A." In the event that special projects are required, the Parties will
amend this Agreement, in writing, to account for the special project and fees for the
special project(s).
H. Contractor will also be compensated by accepting the current commission schedule from
the City's benefit providers. Within thirty (30) days after commencement of this
Agreement or any extension of it, Contractor will disclose to the City in writing all current
commissions. Contractor will also disclose in writing any changes in the commissions
within 30 days after the change occurs. The City reserves the right, after receipt of a
disclosure, to renegotiate Contractor's compensation, including, but not limited to,
placing a percentage of Contractor's compensation at risk under a performance
guarantee. Any breach of this Agreement will relieve City from the obligation to pay
Contractor, after City gives reasonable time to correct breach.
I. No other compensation for the Services will be allowed except for items covered by
subsequent amendments to this Agreement. The City reserves the right to withhold a ten
percent (10%) retention until City has accepted the work and/or Services specified in
Exhibit "A". Contractor's Performance Guarantee is outlined in Exhibit "B".
J. Incremental payments, if applicable, should be made as outlined in attached Exhibit "A",
subject to Performance Guarantee in Exhibit "B".
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6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and
In pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be
under control of City only as to the result to be accomplished, but will consult with City as
necessary. The persons used by Contractor to provide services under this Agreement will not
be considered employees of City for any purposes.
The payment made to Contractor pursuant to the Agreement will be the full and complete
compensation to which Contractor is entitled. City will not make any federal or state tax
withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be
required to pay any workers' compensation insurance or unemployment contributions on behalf
of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within
thirty (30) days for any tax, retirement contribution, social security, overtime payment,
unemployment payment or workers' compensation payment which City may be required to
make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work
done under this Agreement. At the City's election. City may deduct the indemnification amount
from any balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of City.
If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the
acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly
employed by the subcontractor, as Contractor is for the acts and omissions of persons directly
employed by Contractor. Nothing contained in this Agreement will create any contractual
relationship between any subcontractor of Contractor and City. Contractor will be responsible for
payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of
a subcontractor by the terms of this Agreement applicable to Contractor's work unless
specifically noted to the contrary in the subcontract and approved in writing by City.
8. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials, employees
and volunteers from and against all claims, damages, losses and expenses including attorneys
fees arising out of the performance of the work described herein caused by any negligence,
recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or
indirectly employed by any of them or anyone for whose acts any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense City incurs or
makes to or on behalf of an injured employee under the City's self-administered workers'
compensation is included as a loss, expense or cost for the purposes of this section, and that
this section will survive the expiration or early termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property which may
arise out of or in connection with performance of the services by Contractor or Contractor's
agents, representatives, employees or subcontractors. The insurance will be obtained from an
insurance carrier admitted and authorized to do business in the State of California. The
insurance carrier is required to have a current Best's Key Rating of not less than "A-:Vir'. OR
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with a surplus line insurer on the State of California's List of Eligible Surplus Line Insurers
(LESLI) with a rating in the latest Best's Key Rating Guide of at least "A:X".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below, unless City
Attorney or City Manager approves a lower amount. These minimum amounts of coverage will
not constitute any limitations or cap on Contractor's indemnification obligations under this
Agreement. City, its officers, agents and employees make no representation that the limits of
the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to
protect Contractor. If Contractor believes that any required insurance coverage is inadequate,
Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense.
10.1.1 Commercial General Liability Insurance. $1,000,000 combined single-limit
per occurrence for bodily injury, personal injury and property damage. If the submitted policies
contain aggregate limits, general aggregate limits will apply separately to the work under this
Agreement or the general aggregate will be twice the required per occurrence limit.
10.1.2 Automobile Liabilitv (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily injury and
property damage.
10.1.3 Workers' Compensation and Emplover's Liabilitv. Workers' Compensation
limits as required by the California Labor Code. Workers' Compensation will not be required if
Contractor has no employees and provides, to City's satisfaction, a declaration stating this.
10.1.4 Professional Liabilitv. Errors and omissions liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be
maintained for a period of five years following the date of completion of the work.
I I If box is checked, Professional Liability
City's Initials Contractor's Initials Insurance requirement is waived.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under
this Agreement contain, or are endorsed to contain, the following provisions:
10.2.1 The City will be named as an additional insured on General Liability.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 Should any of the above described policies be canceled before the
expiration date thereof, notice will be delivered to the City in accordance with policy
provisions of the insurer providing notice to the insured.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then City will have the option to declare Contractor in breach, or may purchase
replacement insurance or pay the premiums that are due on existing policies in order to
maintain the required coverages. Contractor is responsible for any payments made by City to
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obtain or maintain insurance and City may collect these payments from Contractor or deduct the
amount paid from any sums due Contractor under this Agreement.
10.5 Submission of Insurance Policies. City reserves the right to require, at anytime, complete
and certified copies of any or all required insurance policies and endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the
Agreement, as may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of records and
any other documents created pursuant to this Agreement. Contractor will allow inspection of all
work, data, documents, proceedings, and activities related to the Agreement for a period of
three (3) years from the date of final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant
to this Agreement is the property of City. In the event this Agreement is terminated, all work
product produced by Contractor or its agents, employees and subcontractors pursuant to this
Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy
of the work product for Contractor's records.
14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and
Contractor relinquishes all claims to the copyrights in favor of City.
15. NOTICES
The name of the persons who are authorized to give written notices or to receive written notice
on behalf of City and on behalf of Contractor under this Agreement.
For Citv For Contractor
Name Debbie Porter Name Steve Gedestad
Title Sr. Management Analyst Title Executive Vice President
Department Human Resources Address 2355 Crenshaw Blvd, Suite 200
Citv of Carlsbad Torrance, CA 90501
Address 1635 Faraday Ave Phone No. (310)212-0363
Carlsbad, CA 92008
Phone No. (760) 602-2441
Each party will notify the other immediately of any changes of address that would require any
notice or delivery to be directed to another address.
16. CONFLICT OF INTEREST
Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the
requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report
investments or interests in all four categories.
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17. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and
regulations which in any manner affect those employed by Contractor, or in any way affect the
performance of the Services by Contractor. Contractor will at all times observe and comply with
these laws, ordinances, and regulations and will be responsible for the compliance of
Contractor's services with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986
and will comply with those requirements, including, but not limited to, verifying the eligibility for
employment of all agents, employees, subcontractors and consultants whose services are
required by this Agreement.
18. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination and harassment.
19. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will
be used to resolve any questions of fact or interpretation not otherwise settled by agreement
between the parties. Representatives of Contractor or City will reduce such questions, and their
respective views, to writing. A copy of such documented dispute will be fon/varded to both
parties involved along with recommended methods of resolution, which would be of benefit to
both parties. The representative receiving the letter will reply to the letter along with a
recommended method of resolution within ten (10) business days. If the resolution thus
obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded
to the City Manager. The City Manager will consider the facts and solutions recommended by
each party and may then opt to direct a solution to the problem. In such cases, the action of the
City Manager will be binding upon the parties involved, although nothing in this procedure will
prohibit the parties from seeking remedies available to them at law.
20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If City decides to abandon or indefinitely postpone the work or services
contemplated by this Agreement, City may terminate this Agreement upon written notice to
Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any
documents owned by City and all work in progress to City address contained in this Agreement.
City will make a determination of fact based upon the work product delivered to City and of the
percentage of work that Contractor has performed which is usable and of worth to City in having
the Agreement completed. Based upon that finding City will determine the final payment of the
Agreement.
Either party upon tendering thirty (30) days written notice to the other party may terminate this
Agreement. In this event and upon request of City, Contractor will assemble the work product
and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for
work performed to the termination date; however, the total will not exceed the lump sum fee
payable under this Agreement. City will make the final determination as to the portions of tasks
completed and the compensation to be made.
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21. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other
than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that
Contractor has not paid or agreed to pay any company or person, other than a bona fide
employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the award or making of this Agreement. For breach or
violation of this warranty. City will have the right to annul this Agreement without liability, or, in
its discretion, to deduct from the Agreement price or consideration, or othenwise recover, the full
amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee.
22. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must
be asserted as part of the Agreement process as set forth in this Agreement and not in
anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false
claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal
prosecution. Contractor acknowledges that California Government Code sections 12650 et seg..
the False Claims Act applies to this Agreement and, provides for civil penalties where a person
knowingly submits a false claim to a public entity. These provisions include false claims made
with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of
information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to
recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a
false claim may subject Contractor to an administrative debarment proceeding as the result of
which Contractor may be prevented to act as a Contractor on any public work or improvement
for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction
is grounds for City to terminate this Agreement.
23. JURISDICTIONS AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of enforcing a right
or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the
County of San Diego, State of California, and the parties waive all provisions of law providing for
a change of venue in these proceedings to any other county.
24. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and
Contractor and their respective successors. Neither this Agreement or any part of it nor any
monies due or to become due under it may be assigned by Contractor without the prior consent
of City, which shall not be unreasonably withheld.
25. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it,
along with the purchase order for this Agreement and its provisions, embody the entire
Agreement and understanding between the parties relating to the subject matter of it. In case of
conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor
any of its provisions may be amended, modified, waived or discharged except in a writing
signed by both parties.
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26, AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of
Contractor each represent and warrant that they have the legal power, right and actual authority
to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR CITY OF CARLSBAD, a municipal
corporation of the State of California
' (print name/title)
By:
/tecity Manager.oiU^ayef or Division DireqtoPgB'AA'''/,
/?SSr. as authorized by the City Managef!^'^.. - : -;-..p
ATTEST:
City Managef^e--^^ ^
(sign here)
D^ 'O A "bcr^i Cfhir^ V c^i'Ls^
(print name/title)
LORRAINE M. WOOD
City Clerk
If required by City, proper notarial acknowledgment of execution by contractor must be
attached. If a corporation. Agreement must be signed by one corporate officer from each of the
following two groups.
Group A
Chairman,
President, or
Vice-President
Group B
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
RONALD Rr-B^iH=^City Attorney
BY: _
i^s'sistant City Attorney
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EXHIBIT "A"
SCOPE OF SERVICES
Contractor's responsibilities will include the following accomplishments:
• Provide COBRA Administration support for all COBRA-eligible benefits via
vender management of a third party administrator. Support includes COBRA
services implementation, vendor communications and issue resolution, and
coordination of eligibility and premium payments.
• Provide Retiree Billing support excluding medical benefit via vendor management
of a third party administrator. Support includes Retiree Billing implementation,
vendor communications and issue resolution, and coordination of eligibility and
premium payments.
• Provide Benefits Administration including benefits enrollments, eligibility,
changes, vendor billing and invoice reconciliation for first six months of initial
contract, or until City of Carlsbad HCMS implementation includes electronic
benefits eligibility functionality, whichever is longer.
• Assist in any special projects related to employee benefits including
implementing employee self-service benefits administration and electronic billing
and reconciliation
• Implement the City employees onto employee portal, Personal Choices to
supplement in-house City services.
• Assist in developing long-range employee benefit goals and strategies for the
City.
• Assist in administering group insurance plans, settling disputes and other issues
with carriers, analyzing the effectiveness of programs and offering creative
solutions to problems.
Monitor ongoing contracts, including plan administration, provider compliance
with contracts, booklets and employee education materials.
• Respond promptly and accurately to questions from City representatives and
employees.
• Assist with compliance with applicable laws and regulations; advising City staff of
changes in the laws and recommending solutions.
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Act as a broker/consultant on related issues such as IRS §125 and related
discrimination testing, COBRA, Health Insurance Portability and Accountability
Act (HIPAA), Medicare, Family and Medical Leave Act (FMLA), California Family
Rights Act (CFRA), Americans with Disabilities Act (ADA), Health Care Reform
and GASB.
Review and analyze claims experience data, claims service, efficiency and
accuracy of claims administration to ensure that the City is receiving optimum
service and benefit from all carriers and vendors.
Provide legislative and regulatory updates and review Summary Plan and
Evidence of Coverage documents to ensure the provisions the City applied and
contracted for are correctly included and that compliance disclosures have been
incorporated into the documents. Create and review plan documents, as needed.
Determine and recommend the most economical and efficient funding methods
for various benefit programs. Develop alternative funding and design options.
Apprise the City benefits representatives of local and national benefit trends,
innovative ideas and recommend new products, programs and services to
ensure a competitive benefits program. Provide access to sample benefit forms
and policies.
Provide annual review and summary of employee benefits including analysis of
the quality of benefits provided, cost effectiveness, competitiveness,
recommendations, etc. Additional reviews throughout program years as
necessary.
Meet with and provide reports and updates to City representatives as needed.
Provide estimates of renewal rates to assist the City in forecasting and
budgeting.
Represent the City in all negotiations with providers on all issues, including those
related to premiums, service, benefit levels, plan design, special terms and
conditions, etc. Negotiate all rate renewals and changes and additions to
contracts.
Solicit bids from insurance markets which specialize in group insurance plans.
Evaluate bids and bidders, include claims procedures, abilities, experience and
history, service, financial policies and stability, and identifying the most beneficial
package for the City's needs.
Assist with the creation, printing and implementation of communication materials
(pamphlets, brochures, presentations, etc.) for new or changed programs,
including materials for Open Enrollment and Health Fairs.
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Attend Open Enrollment meetings and Health Fairs, and provide enrollment
support as needed.
o Coordinate all enrollment meetings
o Assist in development of the enrollment materials
o Assist with processing enrolment and change forms
o Inform and train City staff on benefit changes
o Verify carrier plan changes for open enrollment
Identify, investigate, analyze and implement efficiency measures such as
employer partnerships, electronic benefits administration, and other concepts
that have the effect of reducing the cost associated with employee benefit
programs without reducing services to employees.
Provide sample policies in the area of Integrated Disability Management and/or
Return to Work Practices. Support Implementation of such policies and
practices. Research and recommend potential Absence Management Services.
Meet with employee associations. City management, City Council or other entity
as necessary.
Assist with development and delivery of benefit training / workshops / focus
groups for employees.
Analyze wellness needs of the City and propose a comprehensive incremental
wellness plan that can be implemented through Keenan. The City will have the
option of choosing the level of service according to the cost of the proposal.
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EXHIBIT "B"
PERFORMANCE GUARANTEE
Payment to CITY in the amount of up to 10% of contract amount or $5950 in the event
CONTRACTOR does not provide services in accordance with CITY'S expectation based on the
following scale:
Score Penalty
2.5-2.99 2%
2.0-2.49 5%
1.5-1.99 7%
Less than 1.5 10%
0 - Not Applicable 1 - Unacceptable 2 - Needs improvement 3 - Satisfactory
4 - Above average 5 - Exceeds expectations
• Provide Consvilting assistance to the
City
• • • • • •
• Review and analyze claims experience
data.
• • • • • •
• Provide an annual review and
summary of employee benefits
including analysis of cost effectiveness,
competitiveness and recommendations
• • • • • •
• Provide an estimate of renewal rates to
assist the City in forecasting and
budgeting.
• • • • • •
• Develop, solicit, and review bids for
alternative employee benefit plans
• • • • • •
• Recommend alternative plan designs,
funding and cost containment
measures
• • • • • •
• Provide plan design modeling to show
cost differentials
• • • • • •
• Assist the City with renewal analysis,
review and carrier negotiations
• • • • • •
• Assist in administering group
insurance plans, settling disputes and
other issues with carriers.
• • • • • •
• Review existing service provider
contracts and recommend
improvements
• • • • • •
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• Review plan contracts and • • • • • •
amendments for accuracy prior to
delivery to the City
• Review the carrier's administration and • • • • • •
forms and train City Benefits staff for
each plan
• Responding promptly and accurately • • • • • •
to questions
• Assisting with the creation and • • • • • •
implementation of communication
materials (pamphlets, brochures,
presentations, etc.) for new or changed
programs, including materials for
Open Enrollment and Health Fairs.
• Attending Open Enrollment meetings • • • • • •
and Health Fairs, and providing
enrollment support as needed.
• Assist the City to develop and • • • • • •
implement a long term strategic
benefits plan
• Sponsor Client forums, seminars • • • • • •
and/or Webinars on group benefit
issues to assist City staff in meeting
compliance
• Provide monthly written updates • • • • • •
regarding pending legislation and
regulatory implementation associated
with current and future group benefit
programs
• Apprising the City benefits • • • • • •
representatives of local and national
benefit trends, innovative ideas and
recommending new products.
programs and services to ensure a
competitive benefits program.
• Serve as a resource for Ad Hoc • • • • • •
Projects
Laurie LoFranco • • • • • •
Ju Anderson • • • • • •
Yvette Jenkins • • • • • •
Comments:
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