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Home My WebLink About5324Contract Number: Vendor: Sub�ect: Department: File Class: Begin Date: End Date: Review Date: Vault Date: 5324 LBG ADVISORS, �LC Actuarial and Consulting Services Human Resources LEG 12-1 1/16/2014 12/31/2016 9/1/2015 2016 Comments : Agreement Between City of Bremerton and LBG Advisors, LLC For Actuarial artd ConsultingServices , � � THIS AC3REEMENT, e�eied into We,�st�a�Y of Jenuary. 2014� by and between the City of Bremerton {herein called'Company'} end LBC3 Advisore, LLC (herein called `LBa Advisors'} to provide acluarlsl, heatth and welfare consulting aervices for tha Bmptoye8 Benefits Program of the Company. � WITNESSETH: WHEREA3, the Company is fict need of assistance in the evaluation of the employee health and welfare benefits; and � WHE1tEAS, LBC� Advisors has the unique experlise and experienca necessary W provide the seivicea; and WHEREAS� the Compaay dasires to contcad with LBO Advisors to provide actuarial, health end welfara consulting services forthe Employee Henefits progism; NOW, TFIERBFORB, in cansideration of the foi+egoing aad other valuable wnsideration, the sufficlency and receipt of which are hereby aclmowledged, the parties agnee as follows: L IN�EPENDENT CONTRACTOR RELATION$HIP — LBG Advtsors is en independent cont�actor and not an amployee ar sarvaat of the Company. Nothing in this Ag�meitt is intended to or ahall be conshued in any manner as creating or establishing tha relschonship of employer/employea batween the parties• LBQ Advisors shall at all times rematn an independent con�r with respoct to tha service to be performed under this Agi+eement Company ahall be exempt from paymant of unemployment compensation, FICA, retiremeM. Hfe and/or medical insurance and workere' compansation insurance, as LHa Advlsors is aa independeat contractor. II. SCOPE OF 8ERVICEB — LBG Advlsora ahall provida professional servlces� in wmpllance with all applicabla federa�, steta end local laws and regulations relet�g to the services outlined in the Scope of Servlces� under �E�ibit A", included in this A�+oamen� �. COriII�EN3ATION — Company agrees to compensate LBa Advtsors on a'fee schedule for Health aad Welfara Benaflb Consulting, for the term af thie AgreemenR. Fces due and owing are payabla W LBG Advisors withit► thtrty (30) days of t�oceipt of invoice. As follows: • 300 beneRtted employees raceiving LH(3 Services 529.00 (Per Employee Per Month). • 350 benafitted employees receiving LBCi Servlces �27.U0 (Per Employee Per Month). • 38S benefitted employees receiving LBC't Services $24.00 (Per Employee Per Month). *Ratea applied based on benefitted amployea levels, oaca thresholds have been reachad. 2 �� G� rv. anViE oF rERFORNtA1vcE - Tt►e term of wi9 Agceemenc is rrom through December 31. 2016. Either pacty may terminate this ABreament at any time upon �ving thicty (30) daya wrlttan noflce of its intention to do so. V. EMPLOYEES — LB(� Advisors employees, lf sny� who perform services for the Company under this Agreament shall also be bound by the provislons of this Ag�+eemen� VL qSgIGDTMENT — This Agraement may not be assigaed wIthout the prlor written conseut of the Company. VII. NOTICE9 — Communication and details conc,eming this Agreement shall ba direded to tha following contract represeutatives: Cllen� Ctly of Bremerton NFP Firm Name: LHG Advisors Charlotto Belmora Ron Kirlcpatrick Humen Resouc�ces Menagar President 345 6'� Street, Suits 600 4100194'� ST SW, STE 380 Bremerton, WA 98337 Lynnwood. WA98036 VIII. GENERAL COMPLIANCE — LBC3 Advlsors a�rees to comply with aU applicable fed�at. stete, and local lawa and regutattons reladng to tha servicea provided uader thts Agreemen� IX, INDEpENDEIVT CONTRACTOR - Nothli►g in this Agreament ia intended, to or shall ba construed �n any mumer, as creatiag or estabtishing tha relationslup of e�nployer/employea between tho parties. LBG Advisora shall et all times iemein an Independent co�actor with respect w the services to be performed under this Agcaemenk Company shall be acempt fmm payment of end Unemploymeat CompensaHon. FICA, t�eNrement, life and/or medical inaurancet, and Workers' Compansation lnsuraace, as LBd Advlsors is an Independent conttactor. R. gpLD HARMLFS3 — LBG Advisors ahell hold hermless, daf�d aad Indemntfy tha Compaz►y from any and all claims, actions� sults, cbarges end judgmants whatsoever ihst artsa out of LBC� Advlsor's performance or non-performance of the services or subject matter callad for in this Agreement. Xi. WAIVER OF CONTRACT[TAL RIGHT — Tha failure of elther pady to enforce any provision of this egreement shall not ba consdued es n waiver or limitation of tbat party'8 right W subsequendy enforce and compel strtd complienca with every provlsion of thls agreemen� XQ. CONS'TRUCTION AND VENUE - This Agreement shall be govetaed by aud consWed in accordance with tha laws of the state of Wash�n,gton. The parties heretu hareby imevocably consent to the exclusive jurisdiction and venue of tha caurts of the state of Wash�agton. connty of Snohomish, for the pwposes of all legel proceedings arlsing out of or reladng to this Agrcement or the acNons that aro contemplated hereby. XIII. ENTIRE AGREEMENT — This agt+eement contains tha endre agreeme:►t of tho parties, with respact to the subJxt matter here�n, end there aro not other agreemcnts whether oral or written. This agreemeat supersede� aqy prlor wrltten or orel agraements betwcen the parNes. XIV. AMENDMTNTS - Company or LBCi Advlsors may amend this Agroemmt� at any time, providod that such amendments make apccific rafet�ce to the Agi+eement� snd ere exacuted in writing, signed by a duly authorized representative of both or�ani78ttons and apprnved by the Company's governing bodY, if necessary+• X1►. $EVERABILTI'Y - If any provision of this A.g�+oement sball bc held bo be imalid or unenforceable for aoy reason, tha remainfng provisions al�all continua to be valid and enforceable. If a court Rnds that any provision of thls agroament is invalid or uaenforccable, but tLat by limitiag such provision it would become valid and eaforceable. tiHan such provisioai shaU be deemed to be writtaiy coaatrued� and enforced as so limi�ted. XVL APPLICAHLE LAR► — This A.�eement sball be goveaaed by the lawa of tbe State of Washington; and venua for a�q► action ahall ba in Saohomish County, Washington ADDITIONAL PROVL4ION8 Prior to the commencement date of this Agreement, LBa Advisors shall provide Ceitificates of Inswance to the Cit�'s Risk Manager veriPying the following coverage: Professional liability policy ("E8c0") providing coverage of $1,000,000 for enors and omisslona committed by LB(3 Advisors whtla performing Its obligsttons undar this Agreemen� The policy shaU remain in full force and effect, and provida cove,rage for the fi�ll term of this Agreemairt. LBt� Advlsors shall pmvlde the Rlsk Manager with 30 days' written nodoa of eny cancellation or changa of coverage of the policy. IN aR71JESS �VHEREOF. the perttes have executed tlils Agroement a� of the data Srst written above. Clty of Hremerton � Sig�natare �a�ly vr-�- r�t 1n10.-y a r �� -- r tz-r9-�3 Date LBG Advisora, LLC �aturo ` � ` ��f•�o'��— r�t �s,�.� Titie iz z��j Date S�sp Exwbit A- Soope of Servwes ` � AdditiOnel Fees Description I�udee _ Extra p �,� � - - �b Per uM t!M'ryp� co�t Benalft co�a8e Re+r�v in detaA aD bermfB plan oDrerege Yes Ravlew Of ut�n date tD p[ovide inDld Or1 h�9nd5 lA�on a�mysis and So malae � Aor plan Yes �- Rads snd o� Rsvb�w cf aQ rates and aontrac� Yes B�dnr�k ooab Benefimmk aoaffi mtd oost aharing agmr�at lowl a� Yes t�i �wrf� Ert�pbyee s�on sw+re�► Delirer eled�ontC smvey Eo em�oyees and ooM�2 Yes To�d F�s�Baed Costs E�Nmate �a1 bn�t3 d PcoNds � tot benefd I�an cha�es � and �e �d flnenc�l ttr�Ct ot ths amenmd�re Yes plan desiQn pla� desiptt � Rsvie�r tl� � at alEe�naws Plan deat9na Yea � � MaMais ot e�o�ee � Yas Examins �b of eo�rss. eoq�enses and patd paims armysis bsees b deEmm6�e pamems of nsit end b assWe Yes inauanoe p�avfdefs oonformiq►� ds praposal Rerlew a0 optbns k�4� YNaQnsse eRld Can�ar�r Rerisw a0 Cptions D�sr� FlesCh Pioprarns as w�l as Yes �9� _ � � Anrn�at _ qMUal - Amfual As Nesded . qmival _ qarp�al . /lcmuel _ p�uumt - Mm�l � ' � � � � � � � � � � � � � � � � _� � � � � , , , � � g � � � .�a � � � � �� :�. � � � � � �� .� � � �� d� � � � � � � � � St � I � I � I � I � I � ( � , i � i � i � i � i � i � � 8 � � B � � � $ s `� �� '� � �� a � � �� g � w� � � �� Exh�bit A- Scope of Servives Sbep . D�cription �ndn�ed �„ �°'" Additionai Fses - Ol�en? �. P, u,� u��rns cos� • . �� p�oedtaes Re�1ew p�oo� for beneR plan am�Y�►t w�h Yss - Per Case a�t carrie�s aad r�s E � �� Devsbp an ovstvfew of ap app�tia0e alEematNes tbr Yes - Per Case aubo�atioa of ine enrolhment proosss �� P�ovide a o�at/ba� arrelyab for ihs mae! Y� - Per Case �� 1� �trale9Y � �� an ��don straEsgy �d � tor Yes - Per Case i� a�a�On Set-up. b� and �ne�SOn Af� Yes - P� Ca� Coa�aet N�on � and Ma�zs group app6ea4afs a� Yes - Per Case oo�rads w�f b�aanoe ptoNd�s Cartler trar�ion � transitloa bo new h�anae caMer (� Yes - Per Caae ePP�) P�ovide suppat for Open ernnOrfb�rt mee6�gs Op� � �dudNg ths d�lOpn�nt ot pr�on maEerfais Yea - Per Case � P�9 A� � �Pb'!►� � TtiW F�eA Casis i0 • . Pten ttevl�ws , � ' ' � . , . , , , QwtOeAy ta�tsw CuaRety tev{sws of the heaRh p3an Yes - Qua�M N�nual �� tspoR Annual revlew of s�mnery plan doauneNs and Yes - Mrpml recorntrtiend bene�ds d�at�gss tio hs� co�ttair► coat. Exhibd A- Scope of Services How Additlonal Fees Step Description h�dud�1 Extra Ot�en� Re�a P� � lMit uNtlype Issue R�oluda� � � PeAodie ass�a�roe a�h benefits pmblert�s partsinin9 Yes to tt� oontra�ed ir�aance ver�ors. Clatms �o(udon qaims problem �esoliAton and traddng Yes Peoduet 8 Setvice Selectlon Keep dient abresst of inqwties ban pot�ied patfies V�r rt� ar� setv�ce providers who shauld be p� on the Yes �or me�'ufg Ost ProMde a con�relrensnie maAoe�laoe revfew of Vohmtsry Be�s marfoat revierv Vo�ry eertefit pmduds and prktrtg Yes Pmduct & vendor aesreh Sel�t pr� amd ve�o�s tt�at wID add value to the Yes overall be�s oAsr� of tlre c�t�t. �� Prov�de a oompreAensnre mark�atPlaoe �ev�ew of Yes oor�age servioa� end P�9 E.rnolhnent EruoEnreirt �ara�n 6uo�ment FIR Cor�dtlrt8 - FIR diedtl�t anro�neM u�uding conunuN� m�. Yes lo9�ics. �u�, cooidhmtn8 w�h Payrod and v Andors Pa�e fn enro0rrrent rtre�lnps artd/a mon�or o�- Yea �rOne �roWnerK se�ons A h�A tave! evaluafbn of HR cmnprianoe sffitus Yes - As Needed - As Needed - Oe9o�8 _ q�� - As l�eeded - Upon Req�st _ q� . qrmual _ � � . F�d�bit A- Scope of Sernces Stisp Description Induded Extra HO1A� Addition�al Fees _ Otben� � � u� umc ryps cost �� Provides acoeas bo an array of HR seMoes. Yes - Ongoing Udom�On� end � � A oanpref�me coAechon of up-to-debe HR Yes �►9�9 h�fonneHOn aad atqrAers to oommon qa� Web-be�d oai0erence calls foa�d on �anges and HR ixaa ea�s mnova�orts in tt� HR matketplaoe Yes - QuarE�► • � • -. communleatlon a Ed�twtlon � Qttietlt h�fOmmtlon U18t b perhr�d to tlle be�its Yes - �rN � �� A oonsoGdatiad view of 4� hends in the Yes - Annual emPbyee beneft� ma�ice�laoe K�eep tl�e cBent Infarned of char�pes in laws and Corpppanoe / R�egt�► SuppoR legia�lo4 as R pertaina tl�e t� Employse Benefit Yas - On�o�n8 PioBram, and adviae d any �Prop�aOe edbn }leagh Fair InffiaQme and eoadlrfaDe aa Annual FleaRh Falr Yes As Needed Fee �u�e P�vida srmaal df�ue oifeea d�auged for dent Yes - Mnual � Total Fes�Bsssd Cosfs � (�)