Item 1.17 - Award of Contract/Approval of Interim Agmt with Willis Towers-Watson for Insurance Brokerage ServicesOF PO[yr9Y
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City of Poway
COUNCIL AGENDA REPORT
DATE:
TO:
FROM:
CONTACT:
May 16, 2017
APPROVED
APPROVED AS AMENDED ❑
(SEE MINUTES)
DENIED ❑
REMOVED ❑
CONTINUED
RESOLUTION NO.
Honorable Mayor and Members of the City Council
Wendy Kaserman, Assistant City Manager
Lisa Chaffin, Human Resources Manager
(858) 668-4443 or Ichaffin@poway.org
SUBJECT: Award of Contract and Approval of Interim Agreement
Between the City of Poway and Willis Insurance Services
of California, Inc. to Provide Insurance Brokerage
Services
Summary:
A Request for Proposals (RFP) for employee benefits broker/consultant services was
issued on April 11, 2016. Six firms responded to the City's RFP and were evaluated
based on responsiveness to the RFP requirements, which included proven experience
providing related benefit broker services to similar clients, proposed service level to the
City, and cost. The City subsequently entered into an agreement with Alliant Insurance
Services (Alliant), effective August 1, 2016, for an initial period of three years with the
ability to extend by one year increments for up to an additional two years. Prior to
transitioning to Alliant, the City utilized Willis Insurance Services of California, Inc. (Willis)
from July 2007 to July 2016.
The City's insurance broker is responsible for assisting the City's Human Resources &
Risk Management Department with administering all group insurance plans for the City's
approximately 280 benefit -eligible employees, responding to questions from and
providing information to staff, reviewing and resolving issues concerning insurance
policies and other documents related to employee benefits, and reviewing and assisting
with resolving disputes regarding coverage, billing questions and service delivery.
City staff worked with Alliant through the selection of new medical, dental and other
providers. Alliant assisted with the open enrollment process and, more recently, has
worked with staff and the various carriers to respond to employee questions regarding
coverage. Unfortunately, Alliant's work has not met the City's expectations. This is
particularly impactful on the Human Resources & Risk Management Department, which
relies heavily on our insurance broker to help serve City employees. Despite both party's
efforts to make the relationship more successful, staff ultimately decided it was in the
City's best interests to terminate the contract. Notice to terminate the contract without
cause was issued to Alliant on March 31, 2017, with an effective date of May 31, 2017.
Recommended Action:
It is recommended that the City Council authorize the City Manager to enter into an interim
agreement with Willis Insurance Services, Inc. in a form acceptable to the City Attorney,
for an amount not to exceed $120,000, effective June 1, 2017 through February 28, 2018.
Page 1 of 17 May 16, 2017, Item #1.17
Interim Agreement for Insurance Broker Services
May 16, 2017
Page 2
Discussion:
Human Resources staff relies heavily on the City's insurance broker to provide accurate,
professional and timely assistance with the administration of all benefit options, including
medical, dental, vision, life insurance, employee assistance program, long and short-term
disability, flexible spending accounts (FSA), and COBRA (i.e., limited -term continuation
of coverage upon separation of employment)
The City selected Alliant as its insurance broker following an RFP process in which
multiple vendors submitted proposals. While the initial transition to Alliant was successful,
Alliant was ultimately unable to meet the City's expectations, which resulted in staffs
decision to terminate the contract. Staff intends to issue a new Request for Proposals
(RFP) for employee benefits broker/consultant services. However, based upon the
timeline for the 2018 open enrollment process, the City is in need of interim insurance
broker services when the Alliant contract ends on May 31, 2017 Staff recommends
entering into an interim agreement with Willis Insurance Services (the City's previous
insurance broker) to provide necessary staff assistance through the remainder of the
current benefit plan year (12/1/16-11/30/17), which will include annual open enrollment in
October 2017, and into the beginning of the 2018 benefit plan year
The broker consulting fee with Alliant was $80,000 per year, to be invoiced in equal
quarterly payments of $20,000 The City's final $20,000 payment has been made to
Alliant for the timeframe beginning March 1, 2017 through the May 31, 2017 agreement
termination date.
Alliant's consulting fee did not include premium payments paid by the City directly to the
carriers throughout the plan year, which comprise the bulk of the City's total realized
benefit costs, or additional estimated annual costs of approximately $23,000, reflected as
follows:
• Health Fair - $2,500
• COBRA Services - $2,300
• Printed Materials - $870
• Flexible Spending Account (FSA) Services - $3,175
• Health Advocate Services - $2,500
• BeneTrac Online Benefits Management System - $12,000
The broker consulting fee stated in the interim agreement with Willis is a flat fee not to
exceed $120,000, which also does not include premium payments to the carriers;
however, it will include payment for the health fair and printed materials as stated above,
in addition to $750 for a mobile wallet card application. The remaining costs for FSA and
Health Advocate services and the BeneTrac Online Benefits Management System will
continue to be paid by the City
Staff will issue a Request for Proposals (RFP) for employee benefits broker/consultant
services in March 2018
Page 2 of 17 May 16, 2017, Item #1.17
Interim Agreement for Insurance Broker Services
May 16, 2017
Page 3
Environmental Review:
This item is not subject to CEQA review
Fiscal Impact:
The agreement is for a limited term, June 1, 2017 through February 28, 2018, for a flat
fee not to exceed $120,000 Funding for this contract service will be included with the
departments' benefits account (various; 1300) in the FY 2017-18 proposed budget,
scheduled for consideration by Council on June 20, 2017
Public Notification:
A copy of this notice was provided to Willis Insurance Services of California, Inc., 4250
Executive Square, Suite 250, La Jolla, CA 92037
Attachments:
A. Interim Agreement with Willis Insurance Services of California, Inc.
Reviewed/Approved By Reviewed By Approved By,
L, ' -�q
Wend Kaserman Morgan Foley Tina White
Assistant City Manager City Attorney City Manager
Page 3 of 17 May 16, 2017, Item #1.17
City of Poway
STANDARD AGREEMENT FOR SERVICES
This Agreement, entered into this 1g' day of June, 2017, by and between
the CITY OF POWAY (hereinafter referred to as "City") and Willis Insurance
Services of California, Inc. (hereinafter referred to as "Consultant')
RECITALS
WHEREAS, City desires to obtain the services of a private consultant to perform
employee benefit services; and
WHEREAS, Consultant is an employee benefit consultant and has represented
that Consultant possesses the necessary qualifications to provide such services; and
WHEREAS, City has authorized the preparation of an agreement to retain the
services of Consultant as hereinafter set forth.
NOW, THEREFORE, IT IS MUTUALLY AGREED THAT CITY DOES HEREBY
RETAIN CONSULTANT ON THE FOLLOWING TERMS AND CONDITIONS,
1 Scone of Services.
Consultant shall provide services as described in Exhibit "A" entitled
"Special Provisions" and including its Attachment A entitled "Scope of Services, " both
of which are attached hereto and made a part hereof
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City shall compensate and reimburse Consultant as provided in Exhibit "A"
entitled "Special Provisions" attached hereto and made a part hereof The total flat fee
is not to exceed $120,000 for services commencing June 1, 2017 and ending February
28, 2018
The term of this Agreement shall be as described on Exhibit "A" entitled
"Special Provisions" attached hereto and made a part hereof
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This Agreement may be terminated with or without cause by City
Termination without cause shall be effective only upon 60 -day written notice to
Consultant. During said 60 -day period Consultant shall perform all consulting services
in accordance with this Agreement. This Agreement may be terminated by City for
Page 4 of 17 ATTACHMENT A May 16, 2017, Item #1 17
cause in the event of a material breach of this Agreement, misrepresentation by
Consultant in connection with the formation of this Agreement or the performance of
services, or the failure to perform services as directed by City Termination for cause
shall be effected by delivery of written notice of termination to Consultant. Such
termination shall be effective upon delivery of said notice.
City may from time to time communicate to Consultant certain information
to enable Consultant to effectively perform the services. Consultant shall treat all such
information as confidential, whether or not so identified, and shall not disclose any part
thereof without the prior written consent of the City Consultant shall limit the use and
circulation of such information, even within its own organization, to the extent necessary
to perform the services. The foregoing obligation of this Paragraph 5, however, shall
not apply to any part of the information that (i) has been disclosed in publicly available
sources of information, (ii) is, through no fault of Consultant, hereafter disclosed in publicly
available sources of information; (iii) is now in the possession of Consultant without any
obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to
Consultant by a third party, but only to the extent that the use or disclosure thereof has
been or is rightfully authorized by that third party
Consultant shall not disclose any reports, recommendations, conclusions
or other results of the services or the existence of the subject matter of this contract
without the prior written consent of the City In its performance hereunder, Consultant
shall comply with all legal obligations it may now or hereafter have respecting the
information or other property of any other person, firm or corporation.
Consultant shall provide its own office space and clerical support at its
sole cost and expense.
Consultant declares that it has not employed or retained any company or
person, other than a bona fide employee working for Consultant, to solicit or secure this
Agreement, that it 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 the Agreement.
For breach of violation of this warranty, City shall have the right to annul this Agreement
without liability, or, at its sole discretion, to deduct from the Agreement price or
consideration, or otherwise recover the full amount of such fee, commission,
percentage, brokerage fee, gift or contingent fee.
Page 5 of 17 May 16, 2017, Item #1.17
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All memoranda, reports, plans, specifications, maps and other documents
prepared or obtained under the terms of this Agreement shall be the property of City
and shall be delivered to City by Consultant upon demand
During the term of this Agreement Consultant shall not act as consultant
or perform services of any kind for any person or entity whose interests conflict in any
way with those of the City of Poway Consultant shall at all times comply with the terms
of the Political Reform Act and the local conflict of interest ordinance. Consultant shall
immediately disqualify itself and shall not use its official position to influence in any way
any matter coming before the City in which the Consultant has a financial interest as
defined in Government Code Section 87103 Consultant represents that it has no
knowledge of any financial interests which would require it to disqualify itself from any
matter on which it might perform services for the City
"Consultant" means an individual who, pursuant to a contract with a state
or local agency,
(A) Makes a governmental decision whether to.
1 Approve a rate, rule or regulation,
2. Adopt or enforce a law;
3 Issue, deny, suspend, or revoke any permit, license,
application, certificate, approval, order, or similar authorization
or entitlement;
4 Authorize the City to enter into, modify, or renew a contract
provided it is the type of contract that requires City approval;
5 Grant City approval to a contract that requires City approval
and to which the City is a party, or to the specifications for such
a contract;
6 Grant City approval to a plan, design, report, study, or similar
item,
7 Adopt, or grant City approval of, policies, standards, or
guidelines for the City, or for any subdivision thereof; or
(B) Serves in a staff capacity with the City and in that capacity participates in
making a governmental decision as defined in Regulation 18702.2 or
performs the same or substantially all the same duties for the City that would
otherwise be performed by an individual holding a position specified in the
City's Conflict of Interest Code.
Page 6 of 17 May 16, 2017, Item #1 17
DISCLOSURE DETERMINATION:
X 1 Consultant/Contractor will not be "making a government decision"
or "serving in a staff capacity" as defined in Sections A and B
above.
No disclosure required.
❑ 2. Consultant/Contractor will be "making a government decision" or
"serving in a staff capacity" as defined in Sections A and B above.
As a result, Consultant/Contractor shall be required to file a
Statement of Economic Interest with the City Clerk of the City of
Poway in a timely manner as required by law
DEPARTMENT DIRECTOR
Neither any part nor all of this Agreement may be assigned or
subcontracted, except as otherwise specifically provided herein, or to which City, in its
sole discretion, consents to in advance thereof in writing. Any assignment or
subcontracting in violation of this provision shall be void.
Consultant shall maintain all books, documents, papers, employee time
sheets, accounting records, and other evidence pertaining to costs incurred and shall
make such materials available at its office at all reasonable times during the contract
period and for three (3) years from the date of final payment under this Agreement, for
inspection by City and copies thereof shall be furnished, if requested
At all times during the term of this Agreement, Consultant shall be an
independent contractor and shall not be an employee of the City of Poway City shall
have the right to control Consultant only insofar as the results of Consultant's services
rendered pursuant to this Agreement; however, City shall not have the right to control
the means by which Consultant accomplishes such services.
Consultant represents and declares to City that it has all licenses, permits,
qualifications, and approvals of whatever nature that are legally required to practice its
profession. Consultant represents and warrants to City that Consultant shall, at its sole
cost and expense, keep in effect at all times during the term of this Agreement, any
Page 7 of 17 May 16, 2017, Item #1.17
license, permit, or approval which is legally required for Consultant to practice its
profession.
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Consultant shall provide insurance as set forth in Exhibit "A" entitled
"Special Provisions" attached hereto and made a part hereof
(a) For Claims (as defined herein) other than those alleged to arise from
Consultant's negligent performance of professional services, City and its respective
elected and appointed boards, officials, officers, agents, employees and volunteers
(individually and collectively, "Indemnitees') shall have no liability to Consultant or any
other person for, and Consultant shall indemnify, protect and hold harmless
Indemnitees from and against, any and all liabilities, claims, actions, causes of action,
proceedings, suits, damages, judgments, liens, levies, costs and expenses, including
reasonable attorneys' fees and disbursements (collectively "Claims"), which
Indemnitees may suffer or incur or to which Indemnitees may become subject by reason
of or arising out of any injury to or death of any person(s), damage to property, loss of use
of property, economic loss or otherwise occurring as a result of Consultant's negligent
performance under this Agreement, or by the negligent or willful acts or omissions of
Consultant, its agents, officers, directors, sub -consultants or employees.
(b) For Claims alleged to arise from Consultant's negligent performance of
professional services, Indemnitees shall have no liability to Consultant or any other person
for, and Consultant shall indemnify and hold harmless Indemnitees from and against, any
and all Claims that Indemnitees may suffer or incur or to which Indemnitees
may become subject by reason of or arising out of any injury to or death of any person(s),
damage to property, loss of use of property, economic loss or otherwise to the extent
occurring as a result of Consultant's negligent performance of any professional services
under this Agreement, or by the negligent or willful acts or omissions of Consultant, its
agents, officers, directors, sub -consultants or employees, committed in performing any
of professional services under this Agreement. For Claims alleged to arise from
Consultant's professional services, Consultant's defense obligation to Indemnitees shall
include only the reimbursement of reasonable defense costs and attorneys' fees to the
extent caused by Consultant's negligence.
(c) The foregoing obligations of Consultant shall not apply to the extent that
the Claims arise from the direct negligence or willful misconduct of City or its elected and
appointed boards, officials, officers, agents, employees and volunteers and are a material
cause of the loss
(d) In any and all Claims against City by any employees of the Consultant,
anyone directly or indirectly employed by it or anyone for whose acts it may be liable,
the indemnification obligation under this Section 15 shall not be limited in any way by
any limitation on the amount or type of damages, compensation or benefits payable by
or for the Consultant under worker's compensation acts, disability benefit acts or other
employee benefit acts.
Page 8 of 17 May 16, 2017, Item #1.17
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Except as City may specify in writing, Consultant shall have no authority,
expressed or implied, to act on behalf of City in any capacity whatsoever as an agent.
Consultant shall have no authority, expressed or implied, pursuant to this Agreement to
bind City to any obligation whatsoever
Consultant shall assign qualified and certified personnel to perform
requested services The City shall have the right to review and disapprove personnel
for assignment to Poway projects.
City shall have the unrestricted right to order the removal of any person(s)
assigned by Consultant by giving oral or written notice to Consultant to such effect.
Consultant's personnel shall at all times comply with City's drug and alcohol
policies then in effect.
18. Notices.
Notices shall be given as described on Exhibit "A" entitled "Special
Provisions" attached hereto and made a part hereof
In the event of a dispute between City and Consultant concerning the
terms of this Agreement or its performance, the parties agree to initially submit such
dispute to voluntary mediation before a mutually acceptable mediator prior to arbitration
or litigation In the event that the subject of such action is compensation claimed by
Consultant in the event of termination, Consultant's damages shall be limited to
compensation for the 60 -day period for which Consultant would have been entitled to
receive compensation if terminated without cause. In the event of arbitration, each
party shall bear its own attorneys' fees and costs incurred. Any action to enforce or
interpret the terms or conditions of this Agreement shall be brought in the Superior
Court in San Diego County, Central Division. Consultant hereby waives any right to
remove any such action from San Diego County as is otherwise permitted by California
Code of Civil Procedure section 394
20. Gender.
Whether referred to in the masculine, feminine, or as "it," "Consultant"
shall mean the individual or corporate consultant and any and all employees of consultant
providing services hereunder
Page 9 of 117 May 16, 2017, Item #1 17
RMOOR-Irly-TV:.
This Agreement (and any amendments) may be executed in multiple
counterparts, each of which shall be deemed an original, but all of which, together, shall
constitute one and the same instrument. Documents delivered by telephonic facsimile
transmission shall be valid and binding.
22. Entire Agreement.
This Agreement shall constitute the entire understanding between
Consultant and City relating to the terms and conditions of the services to be performed
by Consultant. No agreements, representations or promises made by either party,
whether oral or in writing, shall be of any force or effect unless it is in writing and executed
by the party to be bound thereby
At all times during the term of the Agreement with the City, no officer,
director, shareholder, member, partner, employee, or contractor, providing services to the
City, will be a "retired annuitant," under the City's retirement system, ineligible for
temporary employment under section 7522.56 of the California Government Code,
which was added as a part of the Pension Reform Act of 2013 For the purposes of this
statement a "retired annuitant" is a person retired from the California Public Employees'
Retirement System ("CalPERS"). Any retired annuitant proposed to provide work on
behalf of the City must be eligible for appointment under the Pension Reform Act of
2013, and any other applicable laws, without any adverse financial impact to the City
(Remainder of page intentionally left blank)
Page 10 of 17 May 16, 2017, Item #1 17
IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement
on the date first above written.
CITY OF POWAY
3i
Tina White, City Manager
Dated:
ATTEST:
Nancy Neufeld, CMC, City Clerk
APPROVED AS TO FORM:
3i
Morgan L. Foley, City Attorney
CONSULTANT: Willis Insurance Services
of California, Inc.
M
Christie Barr, Sr Vice President
Dated
Page 11 of 17 May 16, 2017, Item #1.17
"SPECIAL PROVISIONS"
EXHIBIT "A"
Consultant agrees to perform consulting services as required by City
Consultant shall provide the necessary qualified personnel to perform the services. In
performance of the services Consultant shall provide
Consultant Services as detailed in the Scope of Services, which is included in this
document as Attachment A.
City shall pay Consultant a total fee not to exceed $ 120,000 Consultant's
fee shall include and Consultant shall be responsible for the payment of all federal, state,
and local taxes of any kind which are attributable to the compensation received
In addition to said consulting fee, Consultant shall be reimbursed for all
reasonable expenses, including lodging, telephone, and travel (air, auto, rail)
necessarily incurred in performance of the services. Consultant shall bill City for such
expenses as incurred, referencing this Agreement. All expenses shall be itemized and
supported by receipts for amounts in excess of Twenty -Five Dollars ($25.00).
Statements for reimbursement of expenses shall be paid within ten (10) days of
approval by City All air travel shall be billed at coach or special fare rates.
Reimbursement for lodging is limited to travel from outside of San Diego County
Consultant shall receive prior authorization for air travel and lodging expenses. All other
expenses shall be reimbursed in accordance with City's cash disbursement policies in
effect at the time incurred.
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This Agreement shall be effective from the period
commencing June 1, 2017 and ending February 28, 2018, unless sooner terminated by
City as provided in the section of this Agreement entitled 'Termination." Upon expiration
or termination of this Agreement, Consultant shall return to City any and all equipment,
documents or materials and all copies made thereof which Consultant received from City
or produced for City for the purposes of this Agreement.
Page 12 of 17 May 16, 2017, Item #1.17
D. Consultant's Insurance.
Coverages.
Consultant shall obtain and maintain during the life of this
Agreement all of the following insurance coverages
(a) Comprehensive General Liability, including premises -
operations, products/completed, broad form property damage, and blanket contractual
liability with the following coverages: General Liability $1,000,000 Bodily Injury and
Property Damage combined each occurrence and $2,000,000 aggregate.
(b) Automobile Liability, including owned, hired, and non -owned
vehicles. $1,000,000 combined single limit.
(c) Consultant shall obtain and maintain, during the life of the
Agreement, a policy of Professional Errors and Omissions Liability Insurance with policy
limits of not less than $1,000,000 combined single limits, per claim and annual aggregate.
(d) Workers' Compensation insurance in statutory amount. All
of the endorsements which are required above shall be obtained for the policy of Workers'
Compensation insurance
Endorsements:
Endorsements shall be obtained so that each policy contains the
following three provisions.
(a) Additional Insured (Not required for Professional Errors and
Omissions Liability Insurance or Workers' Compensation.)
"City of Poway and its elected and appointed boards, officers, agents,
and employees are additional insureds with respect to this subject project and contract
with City "
(b) Notice
"Said policy shall not terminate, nor shall it be canceled, until notice
is given to City "
(c) Primary Coverage
"The policy provides primary coverage to City and its elected and
appointed boards, officers, agents, and employees shall be named as additional insured
on all policies with the exception of Workers Compensation insurance It is not secondary
or in any way subordinate to any other insurance or coverage maintained by City "
Page 13 of 17 May 16, 2017, Item #1 17
3 Insurance Certificates:
Consultant shall provide City certificates of insurance showing the insurance
coverages described in the paragraphs above, in a form and content approved by
City, prior to beginning work under this Agreement.
E. Notices.
All notices, billings and payments hereunder shall be in writing and sent to
the following addresses:
To City City of Poway
13325 Civic Center Drive
P O Box 789
Poway, CA 92074
To Consultant: Willis Insurance Services of
California, Inc.
4250 Executive Square, Suite 250
La Jolla, CA 92037
Page 14 of 17 May 16, 2017, Item #1.17
Attachment A
Scope of Services
Consultant agrees to perform consulting services as required by City of Poway
Consultant shall provide the necessary qualified personnel to perform the services. In
performance of the services Consultant services include:
1 Strategic Planning
• Assist in defining and prioritizing strategic health & welfare plan objectives
• Assist in the evaluation of internal technical capabilities to determine
increased/improved applications for administrative processes
• Identify underperforming vendor relationship
• Assess carrier/vendor customer service levels
• Develop project action timelines
• Periodic review of employee demographics
• Discuss relevant benchmarking data
2. Financial Analysis
• Perform financial review and analysis of experience reports
• Assess current funding arrangements for appropriateness and make
recommendations as needed
• Evaluate current costs of benefits versus effectiveness of plan design
• Analyze utilization data and cost containment results of medical management
• Forecast projected benefit costs to include maximum exposure
• Prepare experience reviews as directed
• Perform trend analysis from available diagnostic and normative data
3. Renewal
• Analyze and negotiate renewals with vendors
• Review vendor renewal methodology, experience data, and assumptions for
accuracy and logic
• Compare vendor renewal with Willis Towers Watson (WTW) projections
• Develop and present alternative plan designs and provisions with associated
financial and member impact analysis
• Finalize program design, rates, and fees a minimum of 60 days prior to effective
date
• Prepare an accurate renewal document with recommendations for delivery to senior
management (as needed)
Page 15 of 17 May 16, 2017, Item #1.17
4 Marketing
• Develop plan specification based on feedback from strategic planning meeting
• Jointly determine list of vendors best suited to meet plan goals and objectives
• Develop vendor performance guarantees with monetary penalties as necessary
• Assist in the review of current electronic data transfer processes with vendors
• Perform pre -marketing evaluation of census data, network service areas, and
administrative needs
• Evaluate carrier client support services
• Evaluate vendor financial ratings and accreditation
• Review provider network accessibility/employee match
• Perform critical analysis and comparison of plan features and costs
• Assist in the scheduling of selected finalist site visits
• Assist in conducting finalist negotiations
• Prepare and submit a summary report with recommendations to management
• Assist in the notification of all bidders as to the final outcome
5. Annual Enrollment
• Assist in the planning of employee meetings, round tables, and health seminars
• Provide guidance on delivering a comprehensive communication strategy
• Introduce workable technology solutions for communications and enrollment where
appropriate
• Coordinate vendor sponsored communication material
6. Compliance
• Provide legislative updates as needed
• Review plan documents and summary plan descriptions for regulatory compliance
from a non -legal perspective (client would need to retain legal advice)
• Provide access to periodic web casts compliance sessions
7 Account Management Services
• Serve as a liaison between the client and all insurance companies/vendors
• Monitor administrative process and assist in the smooth resolution of elevated
issues
• Act as an employee/employer advocate in the resolution of ongoing claims issues
• Audit, confirm, and manage all changes in legal documents (contracts, policies,
SPDs, etc.)
• Set and monitor vendor goals and performance and report findings at quarterly
meetings
• Review plan performance as directed
• Review and provide guidance of diagnostic data
• Identify and monitor potential catastrophic claims
Page 16 of 17 May 16, 2017, Item #1.17
Review large claims management activity
Review network utilization
8 Additional Services
• HR Partner— provide assistance with broad HR structural, administrative and
organizational questions
• Compliance Manual — provide access to updated Compliance Manual
• Compliance updates — provide regular compliance updates via WTW publications
• Provide access for two users to Search Willis knowledge and research system
• Provide professionally crafted text and design for employee communication
Includes printing costs of brochures.
• Annual Health Fair (1 per year)
• Mobile Wallet Card
• Wrap Plan/SPD Amendment
• Employee Assistance Plan monthly costs
Page 17 of 17 May 16, 2017, Item ft1.17