HomeMy WebLinkAbout08.G- Human Resources RESOLUTION (ID # 2514) DOC ID: 2514 A
CITY OF SAN BERNARDINO—REQUEST FOR COUNCIL ACTION
Agreement/Contract
From: Allen Parker M/CC Meeting Date: 06/03/2013
Prepared by: Linda Wynn, (909) 384-5161
Dept: Human Resources Ward(s): All
Subject:
Resolution of the Mayor and Common Council of the City of San Bernardino Authorizing the
Execution of a Consultant Services Agreement Between Alliant Insurance Services, Inc. and the
City of San Bernardino to Provide Broker and Administration Services for the Employee Health
Care Program. (#2514)
Current Business Registration Certificate: Not Applicable
Financial Impact:
Account Budgeted Amount: Total amount not to exceed$246,000.
Account Number: 001-090-0053*5502
Please note this balance does not indicate available funding. It does not include non-encumbered
reoccurring expenses or expenses incurred,but not yet processed.
Motion: Adopt the Resolution.
Synopsis of Previous Council Action:
On April 1, 2013,the Mayor and Common Council authorized and directed the City Manager to
issue a Request for Proposal (RFP) for Employee Benefits Broker Consultant Services
(Resolution No. 2013-65).
Background:
On April 9, 2013, the Human Resources Department initiated a Request for Proposal for
Employee Benefit Consulting/Broker and Administrative Services (RFP No. F-13-23), to which
eight(8) responses were received on April 30th
The proposals were reviewed by an evaluation committee based on cost, performance, and a full
range of services related to the implementation, maintenance, analysis, improvement and
communication of employee benefits and insurance programs. Of particular interest were any
vendors with considerable experience with municipalities with diverse employee populations,
demonstration of outstanding service, and those who can offer creative ideas and innovative
approaches to group benefit plans.
On May 9t', the top six (6) vendors were interviewed to obtain additional broker information.
Some of the key areas of discussion were, but not limited to, strategic planning, work plans and
cost-saving methods to incorporate into the benefits renewal process. Employee benefit renewal
will include the marketing of the City's current benefit plans for which broker representation is
needed:
-Medical Insurance -Dental Insurance
Updated: 5/30/2013 by Allen Parker A Packet Pg.446
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-Vision Insurance -Flexible Benefits Plan
-Short-term Disability Insurance -Long-term Disability Insurance
•Life Insurance -Accidental Death and Dismemberment Insurance
-Supplemental Life and AD&D Insurance -Administrative Services
-Retiree administration -COBRA administration
•FMLA Administration
The interview process clearly identified a stand-out firm, Alliant Insurance Services, Inc.
(Alliant). Alliant is known within the industry as California's largest public agency consultant
and benefits broker. Alliant presented innovative cost-containment ideas and discussed
leveraging technology against rising health care costs without jeopardizing benefits and services,
i.e., pooled insurance purchasing, pharmaceutical self-insurance analysis, and retiree health
exchanges. Of particular interest is Alliant's e-medical services in which employees and their
dependents can elect to log on to an e-medical provider and receive needed health care via an
internet doctor's consultant/evaluation and get immediate care to include prescription
medications without going to the emergency room or doctor's office. This service is available to
members 24/7 and can be utilized wherever there is internet access. It has been Alliant's
experience that this service has replaced high-cost emergency room visits with a much lower-
cost, technology-based health care alternative for a wide variety of illnesses.
Although Alliant is not the lowest bidder, it is the lowest, most-qualified broker of those that
were interviewed. Due to Alliant's proven track record, excellent public sector expertise,
considerable cost-containment options, and being the second lowest bidder, it is staff's
recommendation that Alliant Insurance Services Inc. be selected as the City's employee benefits
broker. Of special note is that this action will provide the City with an annual savings of
approximately$44,000.
The below chart illustrates the ranking of the firms that responded to the RFP:
Employee Benefits Broker Firms
Staffs
Company Name Company Address Ranking Annual Cost
Alliant Insurance 333 S, Hope Street, Suite 3750
Services, Inc. Los Angeles, CA 90071 1St $246,000
4204 Riverwalk Parkway, Suite 400
Keenan Associates Riverside, CA 92505 2nd $275,000
Dickerson Employee
Benefits Insurance 1918 Riverside Drive
Services Los Angeles, CA 90039 3rd $250,000
Wells Fargo Insurance 21250 Hawthorne Blvd, Suite 600
Services USA, Inc. Torrance, CA 90503-5519 4th $250,000
Mercer Health& Benefits 777 S Figueroa St., Suite 1900
LLC Los Angeles, CA 90017 5th $290,000
Updated: 5/30/2013 by Allen Parker A I Packet Pg. 447
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14850 N. Scottsdale Rd#280
Holmes Murphy Scottsdale, AZ 85254 6th $180,000
630 N. Rosemead Blvd, Suite 300 7th
Valence Resource Group Pasadena, CA 91107 Not available
Frontier Insurance 3162 W. Ramsey Street
Services Banning, CA 92220 8th Not available
The Human Resources Department is recommending execution of this agreement for broker and
administration services for the City's employee health care program beginning July 1, 2013, and
continuing for a period of one (1) year, with an option of two (2), one (1) year extensions.
City Attorney Review:
Supporting Documents:
reso 2514 (PDF)
Ex "1"-Alliant Consultant Services Agreement (PDF)
Updated: 5/30/2013 by Allen Parker A Packet Pg.448
8.G.a
RESOLUTION NO.
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RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
2 OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF A CONSULTANT
3 SERVICES AGREEMENT BETWEEN ALLIANT INSURANCE SERVICES, INC.
AND THE CITY OF SAN BERNARDINO TO PROVIDE BROKER AND
4 ADMINISTRATION SERVICES FOR THE EMPLOYEE'S HEALTH CARE
PROGRAM. 0
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6 NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND COMMON v
7 COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:
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8 SECTION 1. The City Manager of the City of San Bernardino is hereby authorized
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and directed to execute on behalf of said City a Consultant Services Agreement between E
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Alliant Insurance Services, Inc., and the City of San Bernardino for broker and w
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12 administration services of the City's Employee Health Care Program, a copy of which is
13 attached hereto marked Exhibit "1" and incorporated herein by reference as fully as though 0
14 set forth at length.
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15 SECTION 2. The Purchasing Manager is hereby authorized to issue a Purchase Order
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to Alliant Insurance Services, Inc. for consultant services for a total amount not to exceed a
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18 $246,000.00.
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19 SECTION 3. The authorization. granted hereunder shall expire and be void and of no 0°
20 further effect if the agreement is not executed by both parties and returned to the Office of the N
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City Clerk within sixty(60) days following the effective date of the Resolution. N
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RESOLUTION OF THE MAYOR AND COMMON
I ESOL COUNCIL OF THE CITY
2 OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF A CONSULTANT
SERVICES AGREEMENT BETWEEN ALLIANT INSURANCE SERVICES, INC.
3 AND THE CITY OF SAN BERNARDINO TO PROVIDE BROKER AND
ADMINISTRATION SERVICES FOR THE EMPLOYEE'S HEALTH CARE
4 PROGRAM.
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I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor d
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and Common Council of the City of San Bernardino at a meeting
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thereof, held on the day of , 2013, by the following vote,to wit: _
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9 Council Members: AYES NAYS ABSTAIN ABSENT —°
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10 MARQUEZ y
11 JENKINS v
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VALDIVIA
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14 SHORETT o
15 KELLEY y
16 JOHNSON
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20 Georgeann Hanna, City Clerk N
21 The foregoing Resolution is hereby approved this day of , 2013. r
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23 Patrick J. Morris, Mayor
City of San Bernardino =
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25 Approved as to form: Q
26 JAMES F. PENMAN,
City Attorney Q
27 By: 7 1
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CONSULTANT SERVICES AGREEMENT L
BETWEEN THE CITY OF SAN BERNARDINO AND o
ALLIANT INSURANCE SERVICES, INC. .
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This Consultant Services Agreement (hereinafter referred to as "Agreement") is made
and entered into this 3rd day of June, 2013, ("Effective Date") by and between the City of San
Bernardino, a public body, corporate and politic (hereinafter referred to as "CITY") and Alliant x
Insurance Services, Inc., (hereinafter referred to as "CONSULTANT") (sometimes jointly
referred to herein as the "Parties"). °
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WITNESSETH: y
A. WHEREAS, the CITY is in need of a consultant to provide broker and
administration services of its Employee Health Care Program, and
B. WHEREAS, it has been determined by the Director of Finance that
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CONSULTANT represents that it has that degree of specialized expertise contemplated within c
California Government Code, Section 37103, and holds all necessary licenses to practice and
perform the services herein contemplated; and N
C. WHEREAS, CONSULTANT is competent, experienced and able to perform said a
responsible services; and -a
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D. WHEREAS, CONSULTANT will provide the most advantageous and
responsible services; °
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NOW THEREFORE, in consideration of mutual covenants contained in this Agreement
and the mutual benefits to be derived there from, the Parties agree as follows: N
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1.0. SERVICES PROVIDED BY CONSULTANT E
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1.1. Scope of Services. For the remuneration stipulated, CONSULTANT shall Q
provide the professional services as identified in Exhibit A, contained herein. CONSULTANT
commits the necessary principal personnel to the performance of such services for the duration of Z
this Agreement. °
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CITY shall provide, in a reasonable and timely fashion, CONSULTANT with any 2
documentation, records, reports, statistics or other data or information pertinent to the provision c
of services, which are reasonably available to CITY. CITY will provide a contact person to assist 0
in the timely resolution of any issues that may arise. If a conflict arises between the Proposal and
this CONSULTANT Services Agreement (hereinafter "Agreement"), the terms of the Agreement t°
shall govern. a
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1.2. Professional Practices. All professional services to be provided by L
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CONSULTANT pursuant to this Agreement shall be provided by personnel identified in the 0
Proposal and in a manner consistent with the standards of care, diligence and skill ordinarily d
exercised by professional CONSULTANTs in similar fields and circumstances in accordance
with sound professional practices. CONSULTANT also warrants that it is familiar with all
laws that may affect its performance of this Agreement and shall advise City of any changes in
any laws that may affect CONSULTANT's performance of this Agreement. CONSULTANT =
further represents that no City employee will provide any services under this Agreement. (,
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1.3. Warranty. CONSULTANT warrants that it shall perform the services required by w
this Agreement in compliance with all applicable Federal and California employment laws (a
including, but not limited to, those laws related to minimum hours and wages; occupational r
health and safety; fair employment and employment practices; workers' compensation insurance
and safety in employment; and all other Federal, State and local laws and ordinances applicable
to the services required under this Agreement. CONSULTANT shall indemnify and hold
harmless City from and against all claims, demands, payments, suits, actions, proceedings, and in
judgments of every nature and description including reasonable attorneys' fees and costs, o
presented, brought, or recovered against City for, or on account of any liability under any of the L
above-mentioned laws, arising from or related to CONSULTANT's performance under this n
Agreement. S
1.4. Non-discrimination. In performing this Agreement, CONSULTANT shall not
engage in, nor permit their officers, employees or agents to engage in, discrimination in a
employment of persons because of their race, religion, color,national origin, ancestry, age, c
mental or physical disability, medical condition, marital status, sexual gender or sexual L
orientation, except as permitted pursuant to Section 12940 of the Government Code. Violation m
of this provision may result in the imposition of penalties referred to in Labor Code, Section
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1735. N
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1.5 Non-Exclusive Agreement. CONSULTANT acknowledges that City may enter E
into agreements with other consultants for services similar to the services that are subject to this ;v
Agreement or may have its own employees perform services similar to those services Q
contemplated by this Agreement.
1.6. Delegation and Assignment. This is a personal service contract, and the duties set
forth herein shall not be delegated or assigned to any person or entity without the prior written
consent of City. CONSULTANT may engage a subcontractor(s) as permitted by law and may
employ other personnel to perform services contemplated by this Agreement at
CONSULTANT's sole cost and expense. °
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1.7 Conflicts of Interest. During the term of this Agreement, CONSULTANT shall at
all times maintain a duty of loyalty and a fiduciary duty as to the City and shall not accept a
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payment from or employment with any person or entity which will constitute a conflict of
interest with the City. °
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1.8 City Business Certificate. CONSULTANT shall obtain and maintain during the
term of this Agreement, a valid City Business Registration Certificate pursuant to Title 5 of the
City of San Bernardino Municipal Code and any and all other licenses, permits, qualifications,
insurance and approvals of whatever nature that are legally required of CONSULTANT to =
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practice their profession, skill or business.
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2.0. COMPENSATION AND BILLING w
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2.1. Compensation. CONSULTANT shall be paid an amount not to exceed
$246,000.00 for providing the Services described in Exhibit A. This amount is inclusive of all U
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professional fees and expenses.
2.2. Additional Services. CONSULTANT shall not receive compensation for any c°n'
services provided outside the scope of services specified in the Proposal or the Scope of Services o
unless the City, prior to CONSULTANT's performing the additional services, approves such
additional services in writing. It is specifically understood that oral requests and/or approvals of N
such additional services or additional compensation shall be barred and are unenforceable.
2.3. Method of Billing. CONSULTANT may submit invoices to City for approval.
Said invoice shall be based on the total of all CONSULTANT's services which have been
completed to City's sole satisfaction. City shall pay CONSULTANT's invoice within forty-five
(45) days from the date City receives said invoice. The invoice shall describe in detail, the m
services performed and the associated time for completion. Any additional services approved
and performed pursuant to this Agreement shall be designated as "Additional Services" and shall
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identify the number of the authorized change order, where applicable, on all invoices.
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2.4. Records and Audits. Records of CONSULTANT's services relating to this E
Agreement shall be maintained in accordance with generally recognized accounting principles
and shall.be made available to City for inspection and/or audit at mutually convenient times for a a
period of three(3) years from the Effective Date.
2,5 Confidentiality of f Reports. CONSULTANT shall keep confidential all reports, N
information and data received,prepared, or assembled pursuant to performance under this
Agreement. Such information shall not be made available to any person, news release, firm, w
corporation, or entity without prior written consent of the City or as otherwise required by law.
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3.0. TERM AND NOTIFICATION.
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3.1. Term. This Agreement shall be in full force and effect for the term July 1,
2013,through June 30, 2014, unless the Agreement is previously terminated as provided for
herein, or extended by amendment. The CITY, in its sole discretion, may exercise the option of
two (2), one (1) year extensions to this Agreement. Option Year 1, if exercised, shall be from
July 1, 2014 through June 30, 2015. Option Year 2, if exercised, shall be from July 1, 2015 =
through June 30, 2016. Should the CITY exercise the option to extend the Agreement, it shall do ;
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(a) Additional insureds: "The City of San Bernardino and its elected and L
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appointed boards, officers, agents, and employees are additional insureds °
with respect to this contract with City." .
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(b) Notice: "Said policy shall not terminate, nor shall it be materially changed
or cancelled, nor the coverage reduced, until thirty (30) days after written
notice is given to City." z
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(c) Other insurance: "Any other insurance maintained by the City of San
Bernardino shall be excess and not contributing with the insurance E
provided by this policy." N Uj
43. Certificates of Insurance. CONSULTANT shall provide to City certificates of U
insurance showing the insurance coverages and required endorsements described above, in a
form and content approved by City, prior to performing any services under this Agreement. Z
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4.4. Non-limiting. Nothing in this Section shall be construed as limiting in any way, c
the indemnification provision contained in this Agreement, or the extent to which M
CONSULTANT may be held responsible for payments of damages to persons or property. N
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5.0. GENERAL PROVISIONS Q
IF 5.1. Entire Agreement: This Agreement constitutes the entire Agreement between the
parties with respect to any matter referenced herein and supersedes any and all other prior
writings and oral negotiations. This Agreement may be modified only in writing, and signed by °
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the parties in interest at the time of such modification. The terms of this Agreement shall prevail
over any inconsistent provision in any other contract document appurtenant hereto, including
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exhibits to this Agreement.
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5.2. Notices. Any notices, documents, correspondence or other communications E
concerning this Agreement or the work hereunder may be provided by personal delivery, L
facsimile or mail and shall be addressed as set forth below. Such communication shall be a
deemed served or delivered: a) at the time of delivery if such communication is sent by personal v
delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 48 Y
hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such
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communication is sent through regular United States mail.
To the Consultant: Michael Menerey, Vice President c
Alliant Insurance Services, Inc.
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333 S. Hope Street, Suite 3750
Los Angeles CA, 90071 M
Phone: (213) 270-0972 a
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To the City: City of San Bernardino
Human Resources Department
300 North D Street, Second Floor =
San Bernardino, CA 92418
Attn: Helen Tran, Acting Human Resources Division °
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Manager E
Phone: (909) 384-5161 y
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53. Attorneys' Fees: In the event that litigation is brought by any party in connection
with this Agreement,the prevailing party shall be entitled to recover from the opposing party all
costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the
exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, co
conditions, or provisions hereof. The costs, salary and expenses of the City Attorney and o
members of his office in enforcing this contract on behalf of the City shall be considered as L
"attorneys' fees" for the purposes of this Agreement. n
5.4. Governing Law. This Agreement shall be governed by and construed under the Q
laws of the State of California without giving effect to that body of laws pertaining to conflict of =
laws. In the event of any legal action to enforce or interpret this Agreement,the parties hereto °
agree that the sole and exclusive venue shall be a court of competent jurisdiction located in San
Bernardino County, California. °
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5.5. Assignment: CONSUL TANT shall not voluntarily or b operation of law assign,
transfer, sublet or encumber all or any part of CONSULTANT's interest in this Agreement
without City's prior written consent. Any attempted assignment,transfer, subletting or
encumbrance shall be void and shall constitute a breach of this Agreement and cause for E
termination of this Agreement. Regardless of City's consent, no subletting or assignment shall L
release CONSULTANT of CONSULTANT's obligation to perform all other obligations to be Q
performed by CONSULTANT hereunder for the term of this Agreement. d
5.6. Indemnification and Hold Harmless. CONSULTANT shall save,protect, defend, in
indemnify and hold harmless City and its elected and appointed officials, boards, commissions, _
officers, attorneys, agents and employees from any and all claims, losses, demands, suits,
administrative actions, penalties, liabilities and expenses, including reasonable attorney fees,
damage to property or injuries to or death of any person or persons or damages of any nature °
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including, but not limited to, all civil claims or workers' compensation claims arising from or in
any way related to CONSULTANT's performance under this Agreement, except when caused
solely by the City's negligence. a
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5.7. Independent Contractor. CONSULTANT, at all times while performing under
this Agreement, is and shall be acting at all times as an independent contractor and not as an a
agent or employee of City. CONSULTANT shall secure, at its own expense, and be responsible d
for any and all payment of wages, benefits and taxes including,but not limited to, Income Tax, M
Social Security, State Disability Insurance Compensation, Unemployment Compensation, and
other payroll deductions for CONSULTANT and its officers, agents, and employees, and all
business licenses, if any are required, in connection with the services to be performed hereunder. _
Neither CONSULTANT nor its officers, agents and employees shall be entitled to receive any a
benefits which employees of City are entitled to receive and shall not be entitled to workers'
compensation insurance, unemployment compensation, medical insurance, life insurance,paid w
vacations, paid holidays, pension, profit sharing or social security on account of CONSULTANT N
and its officers', agents' and employees' work for the City. This Agreement does not create the
relationship of agent, servant, employee partnership or joint venture between the City and
CONSULTANT. N
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5.8 Conflict of Interest Disclosure: CONSULTANT or its employees may be subject v)
to the provisions of the California Political Reform Act of 1974 (the "Act"), which (1) requires o
such persons to disclose financial interests that may be materially affected by the work L
performed under this Agreement, and(2)prohibits such persons from making or participating in n
making decisions that will have a foreseeable financial affect on such interest.
CONSULTANT shall conform to all requirements of the Act. Failure to do so constitutes M
a material breach and is grounds for termination of the Agreement by City.
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5.9. Responsibility for Errors. CONSULTANT shall be responsible for its work and °
results under this Agreement. CONSULTANT, when requested, shall furnish clarification m
and/or explanation as may be required by the City's representative, regarding any services
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rendered under this Agreement at no additional cost to City. In the event that an error or
omission attributable to CONSULTANT occurs, then CONSULTANT shall, at no cost to City,
provide all other CONSULTANT's professional services necessary to rectify and correct the E
matter to the sole satisfaction of City and to participate in any meeting required with regard to
the correction.
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5.10, Prohibited Employment. CONSULTANT shall not employ any current employee
of City to perform the work under this Agreement while this Agreement is in effect.
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5.11. Costs. Each party shall bear its own costs and fees incurred in the preparation and »°
negotiation of this Agreement and in the performance of its obligations hereunder except as
expressly provided herein. 0
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5.12. No Third Party Beneficiary Rigbts. This Agreement is entered into for the sole
benefit of City and CONSULTANT and no other parties are intended to be direct or incidental a
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beneficiaries of this Agreement and no third party shall have any right in, under or to this
Agreement. O
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5.13. Headinzs Paragraphs and subparagraph headings contained in this Agreement are v
included solely for convenience and are not intended to modify,explain or to be a full or
accurate description of the content thereof and shall not in any way affect the meaning or
interpretation of this Agreement. _
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5.14. Amendments. Only a writing executed by all of the parties hereto or their —°
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respective successors and assigns may amend this Agreement. E
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5.15. Waiver. The delay or failure of either party at any time to require performance or r
compliance by the other of any of its obligations or agreements shall in no way be deemed a
waiver of those rights to require such performance or compliance. No waiver of any provision of
this Agreement shall be effective unless in writing and signed by a duly authorized representative
of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy v�
with respect to any occurrence or event shall not be deemed a waiver of any right or remedy with c
respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
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5.I6. Severability. If any provision of this Agreement is determined by a court of
competent jurisdiction to be invalid or unenforceable for any reason, such determination shall a
not affect the validity or enforceability of the remaining terms and provisions hereof or of the
offending provision in any other circumstance, and the remaining provisions of this Agreement
shall remain in full force and effect.
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5.17. Counterparts: This Agreement may be executed in one or more counterparts,
each of which shall be deemed an original. All counterparts shall be construed together and shall a
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constitute one agreement.
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5.18. Corporate Authority. The persons executing this Agreement on behalf of the E
parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said
parties and that by doing so, the parties hereto are formally bound to the provisions of this a
Agreement.
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CONSULTANT SERVICES AGREEMENT BETWEEN THE CITY OF SAN rn
BERNARDINO AND ALLIANT INSURANCE SERVICES,INC. o
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IN WITNESS WHEREOF,the parties hereto have caused this Agreement to be executed by and
through their respective authorized officers, as of the date first above written.
CITY OF SAN BERNARDINO
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Dated: By: W y
Allen Parker, City Manager
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CONSULTANT
Alliant Insurance Services, Inc. in
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Dated: By:
Michael Menerey,Vice President a
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Approved as to Form:
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By: _ _%e
es F. Penman, City Attorney m
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� CONSULTANT SERVICES AGREEMENT BETWEEN THE CITY OF SAN
BERNARDINO AND ALLIANT INSURANCE SERVICES,INC.
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Exhibit A
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Scope of Services
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Specific services and responsibilities to include:
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• Develop long-range employee benefit goals and strategies for the City of San Bernardino. E
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• Assist in administering group insurance plans identified herein, settle disputes and other
issues with carriers analyze the effectiveness of programs and offer creative solutions to
problems.
• Monitor ongoing contracts, including plan administration, provider compliance with in
contracts, booklets and employee education materials. c
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• Respond promptly and accurately to questions from City representatives and employees. N
• Compliance assistance with applicable laws and regulations; advise City staff of changes in Q
the laws and recommend solutions. c
• Act as an insurance broker/consultant on related issues such as IRS Subsection 125 and
related discrimination testing, COBRA, Health Insurance Portability and Accountability Act 0
(HIPAA), Medicare, Family and Medical Leave Act (FMLA), California Family Rights Act 00
(CFRA), and Americans with Disabilities Act (ADA).
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• Review and analyze claims experience data, claims service, efficiency and accuracy of C
claims administration to ensure that we are receiving optimum service and benefits from all E
carriers and vendors.
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• Determine and recommend the most economical and efficient funding methods for various
benefit programs. Z
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Apprise City benefits representatives of local and national benefit trends, innovative ideas =
and recommend new products, programs and services to ensure a competitive benefits
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program.
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• Provide an annual review and summary of employee benefits, including analysis of the
quality of benefits provided, cost effectiveness, competitiveness,recommendations, etc. 2
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• Meet with and provide reports and updates to City representatives as needed. Provide
estimates of renewal rates to assist City with forecasting and budgeting. o
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• Represent City in all negotiations with providers on all issues, including those related to v
premiums, service, benefit levels, plan design, special terms and conditions, etc. Negotiate all
changes and additions to contracts.
• Solicit bids from insurance markets, which specialize in group insurance plans. Evaluate bids a
and bidders, including claims procedures, abilities, experience and history, service, financial
policies and stability, and identify the most beneficial package for the City's needs. w
N
• Assist with the creation and implementation of communication materials (pamphlets, r
brochures, presentations, etc.) for new or changed programs, including materials for Open U
Enrollment and Health Fairs. Attend Open Enrollment meetings and Health Fairs, and
provide enrollment support as needed. Provide fulfillment services for retirees and COBRA Z
participants. 0
_
0
• Identify, investigate, analyze and implement efficiency- measures such as employer
partnerships, electronic benefits administration, and other concepts that have the effect of N
reducing the costs associated with employee benefit programs without reducing services to
employees.
a
• Retiree administration to include communication, open enrollment, maintenance, billing a
services and Medicare reporting/eligibility.
0
L-
• administration to include communication, enrollment, maintenance and billing 0°
• services.
• N
FMLA administration to include claim management and processing; claim tracking,
documentation and reporting; legal and medical expertise. E
d
d
L
Q
Qi
V
d
_
.F+
N
_
0
U
r
_
ca
a
W
w
tl �
5041
0
Y
Q
Packet Pg.461