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Addendum A- Consulting Agreement Services <br />tandard Services Typical Frequency, Cost <br />: Probability that aggregate claims will exceed various levels <br />• Multi -option plan modeling, including cost projections, employee contribution strategies, and <br />enrollment migration estimates <br />Human Resources Consulting Services <br />• Access to Lockton's HR Consultant for assistance with the following: <br />Benefits and compensation <br />Compliance and employment law <br />HR management <br />HR technology / Outsourcing Services <br />Mergers and acquisition integration <br />Organization change management and development <br />Outsourcing <br />Performance management <br />Policies, standard operating procedures, and handbook development <br />Recruitment and retention <br />Training and development <br />Employee Communication and Implementation Activities <br />• Develop basic written and visual employee communication materials (i.e., overview, overheads, <br />bulletins, etc.) <br />• Coordinate and participate in annual enrollment process <br />• Manage carrier participation in annual enrollment process <br />Develop periodic benefit -related newsletter articles <br />• Coordinate preparation of annual benefit statements <br />• Develop and administer online employee survey <br />Routine Service <br />• Provide assistance in resolving carrier service issues (i.e., claims, billing, etc.) <br />Unlimited availability to assist with various human resource issues, including benefit- and legal - <br />related concerns <br />• Coordinate and attend service meetings with the Client, Lockton, and select carrier representatives <br />: Coordinate research on benefit -related legal issues with Compliance team <br />• Review plan documents, summary plan descriptions, contracts, and other benefit -related documents <br />Optional Services <br />• Develop customized employee communication materials <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />As needed <br />Annually <br />Annually <br />Annually <br />As needed <br />As needed <br />As needed <br />Daily <br />Daily <br />Quarterly <br />As needed <br />As needed <br />As needed <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Additional cost—TBD <br />Additional cost—TBD <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Included in fee <br />Additional cost—TBD <br />