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EXHIBIT A <br />INSURANCE BROKERAGE SERVICES <br />Section 1.0 Analytical Services and Plan Administration: <br />1.1 Design of health care plans, cost -containment and other plan design recommendations <br />1.1.1 Review benefit designs and compare to City's strategic objectives. <br />Recommend modifications where appropriate and assist the City in strategic benefit <br />planning Annually <br />1.1.2 Evaluate the impact of plan modifications on employees and the potential <br />savings to the City. As appropriate <br />1.1.3 Evaluate alternate carriers and product offerings. Annually <br />1.1.4 Provide benefit benchmarking. As appropriate <br />1.1.5 Act as an advocate of the participants and City in resolving difficult claims and administrative <br />problems. <br />1.2 Preparation of bid specifications (RFP) (as needed) <br />1.2.1 Consult with the City to establish objectives for market review and identify <br />potential carriers or vendors. Annually <br />1.2.2 Assemble benefit, rate and claim data for inclusion in RFP. Annually <br />1.2.3 Deliver RFP to selected vendors and provide any requested additional <br />information. Annually <br />1.3 Analysis of proposals and presentation of findings <br />1.3.1 Compare costs, funding, benefits, contracts, negotiated provider discounts, <br />employee network disruption issues, financial strength and anticipated service <br />level for each carrier or vendor, as appropriate. Annually <br />1.3.2 Present USI's recommended carriers or vendors. Recommendation supported <br />by detailed analysis. Annually <br />1.3.3 Organize finalist meetings with the City, if appropriate. Annually <br />1.4 Renewal analysis and negotiation <br />1.4.1 Evaluate carrier underwriting practices. Annually <br />1.4.2 Negotiate with carriers based on internal underwriting analysis and market <br />trends. Annually <br />1.4.3 Actuarial services and certification of rates and retiree subsidy. Annually <br />1.4.5 Assist in providing detailed annual financial accounting. Annually <br />1.5 Reporting/Servicing Meetings <br />1.5.1 Claims and utilization reporting or summary. Monthly <br />1.5.2 Review of annual accounting (as appropriate). Annually <br />1.5.3 Benefit Resource Center Reports Quarterly <br />1.5.4 Meet, at least quarterly, with Health Care Committee, and as desired, with City <br />representatives to discuss claims experience, administration services, cost containment ideas, <br />benefit design, new programs and other employee benefit plan issues and problems. <br />Quarterly <br />CA Revised December 2016 Page 5 of 7 <br />73 <br />