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Addendum A- Consulting Agreement Services <br />Standard Services <br />Typical Frequency <br />Cost <br />Health and Welfare Program Assessment and Strategic Planning <br />Conduct Health and Welfare Program Assessment to establish short- and long-term benefit plan <br />objectives, including benefits offered, plan design, employee/employer cost sharing, role of <br />voluntary benefits, etc. <br />• Review possible future program modifications and financial impact to complement the Client's <br />objectives <br />o Develop and monitor strategic plan, with emphasis on benefits offered, plan design, total cost, and <br />employee contributions <br />• Analyze relevant normative data to ensure the Client is within its desired range <br />Renewal and Marketing <br />Coordinate renewal activities with all carriers/administrators <br />Quantify financial impact of renewal; negotiate variance between renewal and Lockton projections <br />Prepare and present detailed renewal report, including Lockton recommendations <br />Prepare and distribute Request for Proposal if marketing is necessary <br />Direct and coordinate marketing process and carrier data requests <br />Prepare and present Marketing Report, detailing current and proposed costs, provider networks, <br />service capabilities, plan designs, vendor evaluations, etc. <br />• Prepare and submit Executive Summary of final recommendations, including marginal cost analysis <br />associated with program changes and/or price changes <br />Claims Experience/Financial Analysis <br />• Prepare paid claims analysis, detailing paid claims, projected claims, plan enrollment, and large <br />claimants; including monthly and quarterly claims reporting with weekly high and emerging claims <br />reporting <br />Prepare preliminary renewal projection based on claims analysis <br />Prepare claims management report, detailing claims paid by type of service, diagnostic category, in - <br />vs. out -of -network, brand drug vs. generic drug utilization, etc. (based on carrier reporting <br />capabilities) <br />• Analyze claims history to determine most appropriate method of medical and/or dental financing <br />(e.g. fully insured, self-insured, minimum premium, etc.) <br />Health Risk Management Services <br />• Develop wellness/intervention and disease management program to help mitigate future claims with <br />assistance from Lockton's Medical Director and Director of Health Risk Management <br />• Identify claims trends with Lockton's physician guidance <br />Annually <br />Annually <br />Annually <br />Annually <br />Annually <br />Annually <br />Annually <br />As needed <br />As needed <br />As needed <br />As needed <br />Monthly <br />Semi-annually <br />Annually <br />Annually <br />As needed <br />Annually <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in <br />Included in <br />Included in <br />Included in <br />Included in <br />Included in <br />fee <br />fee <br />fee <br />fee <br />fee <br />fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Lockton services included in <br />fee; outside services, if <br />needed, provided at Lockton <br />preferred vendor cost <br />Included in fee <br />