ADDENDUM - HEALTH BENEFITS CONSULTING
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CITY OF CLEARWATER
Ongoing Benefits Consulting Services
November 15,1996
Addendum to the October 15, 1991 contract
SCOPE OF SERVICES TO BE RENDERED
I. Attend monthly Insurance Committee meetings as required by the City.
II. Serve as a resource to the City's Human Resources staff as needed on a wide
variety of issues:
- Negotiating renewals for medical, basic life, SAMP life, LTD, voluntary dental.
- Reviewing insurance contracts for conformity with the City's requirements.
- Bidding all products on an "as required" basis.
- Timely receipt and review of medical plan management reports.
- Development of open transfer communication material.
- Evaluation of medical self insurance as an option.
- Update on ongoing medical trends affecting the City's medical plan.
- Oversee the plan document and summary plan description preparation.
- Employee satisfaction surveys.
- Development of the three tiered medical option.
III. Assist the City with legislative compliance issues, including but not limited to:
-COBRA
- Section 125 Cafeteria Plan
- FMLA
- Federal mandated benefits, such as the recent IDPAA legislation
- State mandated benefits
IV. Benefit survey of public and private employers, focusing on benefits, contribution practices,
funding, premium structures, etc., and compare it to the City of Clearwater's package.
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CITY OF CLEARWATER
Special Projects
V. RFP FOR MEDICAL $7,000
. Alternative One - consolidated risk pool (i.e., one carrier)
. Alternative Two - multiple carrier offering
input from City staff and Insurance Committee
collection of data
preparation ofRFP
pre-bid conference
tabulation and analysis of responses
recommendation to Insurance Committee
recommendation in writing and oral presentations
to Commission
coordination of transition to new carrier
. RFP for EAP/Mental Health "carve out" vs. fully
integrated methodology.
VI. RFP FOR SAMP LIFE, GROUP TERM LIFE,
STATUTORY AD&D AND VOLUNTARY DENTAL
input from City staff and Insurance Committee
collection of data
preparation ofRFP
pre-bid conference
tabulation and analysis of responses
recommendation to Insurance Committee
recommendation in writing and oral presentations
to Commission
coordination of transition to new carrier
$4,000
VII. RFP FOR VOLUNTARY SHORT TERM AND/OR
LONG TERM DISABILITY PLANS
input from City staff and Insurance Committee
collection of data
preparation ofRFP
pre-bid conference
tabulation and analysis of responses
recommendation to Insurance Committee
recommendation in writing and oral presentations
to Commission
coordination of transition to new carrier
$2,000
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VIII. FEASffiILITY STUDY - ADVANTAGES OF POOLED
PURCHASING OF MEDICAL INSURANCE
. Phase One: $3,000
defining goals of study
state statutes on municipal purchasing alliances
evaluation of pooled purchasing efforts around the state;
i.e., Hillsborough County, Orlando, Volusia County, etc.
advantages and disadvantages of pooled approach
identification of potential "partners" in a "pooled
purchasing alliance".
. Phase Two: $8,000
meetings with potential partners
gather appropriate data from each entity
development ofRFP
creation of a "work group" composed of representatives
of each potential partner
agreement between partners on timeline, mutual goals, criteria
for decision, etc.
NOTE: Phase One of the feasibility study should be accomplished as soon as possible. Ifphase
two is approved, it should be developed in parallel with the RFP for medical already
slated for release in mid 1997 for a 1/1/98 effective date.
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CITY OF CLEARWATER
FEES
. Ongoing Benefits Consulting Service for items I., II., III. and IV. - $1,200 per month inclusive
fee for 1997.
. Special Projects items V, VI., VII. and VIII. priced individually as noted.
Fee Schedule
Class I: Senior Consultants who have professional designations, (CPCU,
CLU, ARM, AAI, ChFC, etc.) or who have 15 years experience
in their fields.
$100 per hour
Class II: Consultants
$ 80 per hour
Class III: Administrative Persons involved in clerical and record keeping
matters.
$ 35 per hour
. Wittner & Co. will agree to complete all services outlined in the "Ongoing Benefits
Consulting Services" section, using the above fee schedule. However, total project costs will
not exceed $1,200 per month. The fee will be due and payable on a montWy basis.
. Our fees assume that we will provide "full service", i.e., there are no hidden charges:
specifically, our fee includes such items as:
Telephone Consulting
Travel Time
Telephone Charges
Participation in Meetings at your facility
Clerical Support
Incidental Charges
Carrier Negotiations
. Special Projects are defined, and fees are identified, in the enclosed material. Wittner & Co.
will agree to complete all services outlined for the Special Project using the above fee
schedule. Total Special Project fees will not exceed the quoted fee, until and unless agreed to
in advance by Wittner & Co. and the City of Clearwater. Wittner & Co. will not begin any
Special Project until authorized by the City of Clearwater.
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Countersigned:
Rita Garvey
Mayor-Commissioner
Approved as to form and
legal sufficiency:
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000 Carassas
Assistant City Attorney
00 W. Fraser
Senior Vice Pr.~ident
Wittner & Company
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CITY OF CLEARWATER, FLORIDA
By: ~/U' ~
Elizabe . De la
City Manager
Attest:
lLO
FEB
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