CM-04-12-092iLi @(I!,
Request for City Council/City Manager Action
Please submit this form when placing items on the council agenda or when submitting an item to the City Manager for approval.
Department:
Contact Person:
Project Name:
ContractorNendor Name:
Human Resources
Teresa Bledsoe
COBRA Contract
Great -West Insurance
Amount: None
Is Funding Required?
Council Agenda Item
Submission to City Manager -
Project Manager/Resource: Linda Gunther
Council Meeting Date: City Manager Approval
Funding Source: N/A
Assigned Attorney:
J. Kay Gayle
(contract, agreement,amendment,change order, purchase order,etc.)
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Yes X Non r
Yes X No n
Yes n No n
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(see required signatures below before submission to the City Manager)
Agenda Wording:
Initial Construction Contract
Construction Contract Amendment
Change Order
1Change in Quantity
EJUnforeseen Circumstances
0
Initial Professional Services Agreement
Supplemental Professional Svcs. Agr. #
Purchasing/Service Agreement
Purchase Order
Item(s) to be purchased:
Amount
Other (Please clearly identify action on lines below)
Contract with Great West Life & Annuity Insurance Company
for the administration of COBRA for the continuation of the health plan coverage for eligible beneficiaries as defined
by the City.
For Submission to City Manager Only
Project Mgr. Signature: Date:
Dept. Director Signature: Date:
City A}torney Signature: * Date:
ty Manager Signature:
:. Date: )r%..- /z3 -CA
al Approval is required for all items requesting City Manager's approval.
Finance Approval
Finance -Date and Signature:
Purchasing -Date and Signature
Budget -Date and Signature:
z
g/administratonkmgr-council actionzls 11-1-04
DATE:
SUBJECT:
ITEM:
City Manager Approval
Contract with Great West Life & Annuity Insurance Company for the
administration of COBRA for the continuation of the health plan
coverage for eligible beneficiaries as defined by the City.
Department: Human Resource
Staff Person: Teresa S. Bledsoe
Justification:
This agreement with Great -West provides for independent third -party
administration of the City's self-funded health plan, which includes the payment of
medical, dental, and vision claims, monthly and quarterly reports and the
coordination of benefits within the plan document to continue coverage for eligible
beneficiaries as defined by the City.
Funding: N/A
Cost: N/A
Source of funds: N/A
Outside Resources: N/A
Background Information:
Great -West provides for independent third -party administration of the City's self-
funded health plan which includes the payment of medical, dental, and vision
claims, administration of the Flexible Spending Accounts for medical and dependent
care reimbursement, monthly and quarterly reports and the coordination of benefits
within the plan document.
Public Comment: N/A
07202 Cobra (10) 2004
CONTINUATION OF COVERAGE (COBRA) PREMIUM
COLLECTION SERVICE AGREEMENT
by and between
CITY OF ROUND ROCK, TEXAS
(Herein called the Client)
and
GREAT -WEST LIFE & ANNUITY INSURANCE COMPANY
(Herein called the Service Contractor)
The Client has established a written plan of health benefits (hereinafter called "the Plan") for its employees, and
desires that the Service Contractor perform certain administrative services in connection with continued coverage
for eligible Plan beneficiaries as identified by the Client (hereinafter called "Plan beneficiaries").
In consideration of the payment to the Service Contractor of the fees stated in the Payment Schedule, and subject
to the terms and conditions of this Agreement, the Client and the Service Contractor agree as follows:
Section 1. Services
The Client and Service Contractor shall have the following responsibilities in connection with the administration of
continued coverage for Plan beneficiaries according to the terms of the Plan:
A. In the case of each Plan beneficiary who has chosen to continue coverage under the Plan, the Client shall
provide the following information to the Service Contractor as soon as reasonably possible:
The name and billing address of the Plan beneficiary.
An original election form signed by the Plan beneficiary specifying the coverage(s) the beneficiary has
chosen to continue, the date such continued coverage is to begin, the number of months the
beneficiary may continue coverage, and the amount to be billed each month for such coverage(s).
B. Upon receipt of the information described in paragraph I, the Service Contractor shall bill the beneficiary
each month for the amount the Client has specified. Such bill shall indicate the coverage period being billed
for, the payment due date, the amount due for the coverage period, any amount due for prior coverage
periods, and the address to which payment should be sent. Within six months of the date the beneficiary's
right to continue coverage will end, the Service Contractor will mail to the beneficiary a statement informing
the beneficiary of his or her right to obtain individual conversion coverage, and whom to contact for
information about the details of such coverage and how to apply.
C. If the Service Contractor does not receive a beneficiary's payment within 31 days of the payment due date,
coverage for that beneficiary and any persons covered through him or her will end as of such 31st day. If
this happens, the Service Contractor will send written notice of termination to the beneficiary, and a copy of
such notice to the Client.
GA -COBRA -ADMIN -(4-00)
1 (Rev. 09-02)
07202 Cobra (10) 2004
Section 1. Services
The Client and Service Contractor shall have the following responsibilities in connection with the administration of
continued coverage for Plan beneficiaries according to the terms of the Plan:
A. In the case of each Plan beneficiary who has been terminated under the Plan, the Client shall provide to the
Service Contractor, eligibility data transmitted electronically on a weekly basis to include the name, date of
termination, type(s) of health coverage being terminated, and reason for termination of Plan beneficiary. It
is the Client's duty to notify the Service Contractor promptly should the Client determine that any such
terminated Plan beneficiary does not qualify to receive COBRA continuation right notice letter as described
in Section 1.B. below.
B. Based upon the information described in Section 1. A. above and upon receipt of such information, the
Service Contractor shall:
1. Within 14 days, mail to Plan beneficiaries (except for those Plan beneficiaries determined as to not
qualify by the Client) a letter outlining their right to continue coverage under COBRA and an election
form.
2. Upon receipt of the timely submitted signed election form indicating an election for coverage, bill the
Plan beneficiary for the amount of the initial COBRA premium due as shown on the election form.
For each month thereafter, bill the Plan beneficiary for a monthly COBRA premium due. Such bill
shall indicate the coverage period being billed for, the payment due date, the amount due for the
coverage period, any amount due for prior coverage periods, and the address to which payment
should be sent.
An election to continue COBRA is considered to be timely submitted only if it is mailed, delivered, or
clearly communicated to the Service Contractor within 60 days after a) the date on which a letter of
COBRA right notice stated in Section 1.B.1. above was mailed to the Plan beneficiary or b) the date on
which the Plan beneficiary's coverage under the Plan would have been terminated, whichever date is later.
C. If the Service Contractor does not receive full payment:
1. For the initial COBRA premium within 45 days after the COBRA election date, the Plan beneficiary
will be considered to have forfeited his or her right to continue COBRA coverage. This forfeiture of
COBRA rights will also affect other family member whose election for COBRA coverage was made
through or jointly with the Plan beneficiary's COBRA election, or
2. For each subsequent monthly COBRA premium within 31 days of the payment due date, coverage
for that Plan beneficiary and any persons covered through him or her will end as of the end of the
period for which the last required COBRA premium was paid. For purposes of this section, a monthly
premium is due in advance on the first calendar date of each calendar month.
D. The Service Contractor will send written notice of termination to each beneficiary whose coverage ends
because the period of time he or she was eligible to continue coverage expired, and to each beneficiary
whom the Client has identified to the Service Contractor as having lost eligibility to continue coverage.
Such notice will specify the reason for the coverage termination and the effective date of termination.
GA -COBRA -ADMIN -(4-00)
2 (Rev. 09-02)
07202 Cobra (10) 2004
E. Not later than the fifteenth working day of each month the Service Contractor will remit to the Client in
such manner as the Client may direct all payments received from Plan beneficiaries during the previous
calendar month period for continued coverage. The Service Contractor shall provide to the client at least
monthly a written accounting showing the name of each beneficiary, the type(s) of coverage billed for, the
period(s) of time billed for, the amount billed, the amount received, and the date each amount was
received. Such accounting will also list any Plan beneficiaries whose continued coverage was terminated
during the previous calendar month, and the reason for each termination.
F. The Service Contractor will perform tasks incidental to the administration of continued coverage for Plan
beneficiaries, such as processing notices of change of address, resolving billing problems, and, if
applicable, quoting benefits and premium rates for individual conversion coverage.
G. The Service Contractor shall perform the services described in this Agreement in an administrative
support capacity only, and shall take no part in determining or assisting the Client in determining a Plan
beneficiary's initial or on-going eligibility for continued coverage. If in the normal course of its business the
Service Contractor receives any information which indicates or tends to indicate that a Plan beneficiary is
not eligible to continue coverage, it shall notify the Client of that fact as soon as reasonably possible.
Except in those cases stated in paragraph C or D of this Section 1, the Service Contractor shall not
terminate the continued coverage of any Plan beneficiary unless it has first received written authorization
to do so from the Client.
H. The Service Contractor shall have no responsibility to notify any Plan beneficiary or dependent or former
dependent of any Plan beneficiary of his or her right to continue coverage under the Plan. The Client is
solely responsible for giving such notice and for providing the Service Contractor with the information
described in paragraph A of this Section 1.
Section 2. Delays in Performance
The Service Contractor shall not be responsible for delay in the performance of its duties under this Agreement or
for non-performance hereunder if such delay or non-performance is caused or contributed to in whole or in part by
the failure of the Client to promptly furnish any required information.
Section 3. Payments to the Service Contractor
The Service Contractor shall bill the Client in accordance with the Payment Schedule for the services the Service
Contractor performs under this Agreement. The Client shall pay the billed amount to the Service Contractor within
thirty working days of the date of such bill.
The Service Contractor shall have the right to adjust its fees for the services performed under this Agreement on
the annual anniversary of this Agreement and annually thereafter.
Section 4. General Provisions
A. The Service Contractor shall use reasonable care and diligence in the exercise of its powers and the
performance of its duties under this Agreement, but shall not be liable for any mistake of judgment or
other action taken in good faith, or for any loss unless resulting from its gross negligence.
B. The Client shall indemnify the Service Contractor and hold the Service Contractor harmless against any
and all loss, federal excise tax, damage and expense, including court costs and attorneys' fees, resulting
from or arising out of claims, demands or lawsuits brought against the Service Contractor as a result of or
in any way growing out of its performance of services under this Agreement, including compensatory,
punitive or other damages.
GA -COBRA -ADMIN -(4-00)
3 (Rev. 09-02)
07202 Cobra (10) 2004
C. All or some of the duties of the Service Contractor under this Agreement may, at the Service Contractor's
sole discretion, be performed by a contractor of its choosing.
D. The Service Contractor shall consult with the Client, or the Client's designated Plan Administrator or legal
counsel in matters that are beyond the ordinary or in the event a Plan Participant disputes any action
taken by the Service Contractor in connection with its administration of continued coverage for that
participant. In the defense of any legal action against the Service Contractor brought as a result of or in
any way growing out of such administration, the Service Contractor will furnish the Client, its Plan
Administrator and/or legal counsel all pertinent information regarding the matter in dispute. The Service
Contractor shall not be obliged to undertake the defense of any such legal action.
E. The Service Contractor shall be entitled to rely upon any communication believed by the Service
Contractor to be genuine and to have been signed or presented by the proper party or parties.
F. The Service Contractor shall not be bound by any notice, direction, requisition or request unless and until it
receives it in writing at its home office in St. Louis, Missouri. Notices or communications to the Client shall
be sent to the Client at the following address:
CITY OF ROUND ROCK, TEXAS
Attn: Linda Gunther
221 East Main Street
Round Rock, TX 78664
Either party may change its address from time to time by notice given to the other in accordance with this
paragraph F.
G. The Service Contractor shall have no power or authority to alter, modify or waive any of the terms or
conditions of the Plan, or to waive any breach of any such terms or conditions, or to bind the Client or to
waive any of its rights, in any way whatsoever.
H. The Service Contractor shall have no power or authority to act for or on behalf of the Client other than as
herein expressly stated, and no other or greater power or authority shall be implied by the grant or denial
of power or authority specifically mentioned in this Agreement.
The Service Contractor shall hold as the property of the Client all papers, books, files, correspondence
and records of all kinds which at any time shall come into its possession or under its control and which
relate to the transactions it performs under this Agreement. The Service Contractor shall surrender such
records to the Client upon termination of this Agreement or upon prior request. The Service Contractor
may periodically destroy such material as it would destroy its own records of a similar nature in the normal
course of its business.
J. The Client shall have the right at all reasonable times to inspect at the offices of the Service Contractor all
documents that relate to the Service Contractor's performance of its duties under this Agreement. All
costs of such inspection(s) shall be borne by the Client.
K. Failure by the Client or the Service Contractor to insist upon compliance with any provision of this
Agreement at any time or under any circumstances shall not operate to waive or modify such provision or
render it unenforceable as to any other time or circumstance, and no waiver of any of the terms or
conditions of this Agreement shall be valid or of any force or effect unless contained in a writing signed by
a person duly authorized to sign such waiver.
GA -COBRA -ADMIN -(4-00)
4 (Rev. 09-02)
07202 Cobra (10) 2004
L. No alteration or modification of the terms and conditions of this Agreement shall be valid or of any force or
effect unless in each instance it is contained in a writing expressing such alteration or modification and
executed for the Client and Service Contractor by their officers duly authorized to sign such alteration or
modification.
M. This Agreement, including any appendices or supplements thereto, shall constitute the entire contract
between the parties and shall govern the rights, liabilities and obligations of the parties hereto except as it
shall be modified in accordance with paragraph K or L.
N. Any assignment of this Agreement or of any rights hereunder shall be void and of no force or effect.
O. It is understood that under this Agreement the Service Contractor performs purely ministerial functions for
the Client within a framework of policies, interpretations, rules, practices and procedures made by the
Client. Any review by the Service Contractor of any action it has taken with regard to continuation of
coverage for a Plan beneficiary is made as a service for the Client, who retains the final responsibility for
determining what action(s) to take in the administration of the Plan.
P. Under no circumstances shall the Service Contractor be considered the named fiduciary under the Plan.
Section 5. Controlling Law
This Agreement shall be construed and enforced according the laws of the State of Texas and venue shall lie in
Williamson County.
Section 6. Separability
If any provision of this Agreement is determined to be illegal or invalid for any reason by law or a court of
competent jurisdiction, such illegality or invalidity shall not affect the remaining parts of this Agreement, and they
shall be construed and enforced as if said illegal or invalid provision(s) had not been included herein, provided the
basic purposes of the Agreement can be effectuated through the remaining valid and legal provisions.
Section 7. Counterparts
This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, and
said counterparts shall constitute but one and the same instrument.
Section 8. Termination
A. If any state or other jurisdiction enacts a law which prohibits the continuance of this Agreement, or existing
law is interpreted to so prohibit the continuance of this Agreement, the Agreement shall terminate
automatically as to such time or jurisdiction on the effective date of such law or interpretation.
B. Either party may terminate this Agreement as of any anniversary of its effective date by giving at least
31 days' prior written notice to the other party.
C. The Service Contractor may terminate this Agreement if the Client defaults in the timely payment of any
amount due under this Agreement and, after having been given notice of such default, fails to cure its
default within ten working days of the date of such notice. Termination of this Agreement for the reason
described in this paragraph C shall be effective immediately upon the Client's receipt of written notice of
termination from the Service Contractor.
GA -COBRA -ADMIN -(4-00)
5 (Rev. 09-02)
07202 Cobra (10) 2004
In witness whereof, the parties have caused this Agreement to be executed by their respective officers duly
authorized to do so, to be effective as of December 1, 2002.
By:
By:
GA -COBRA -ADMIN -(4-00)
CITY OF ROUND ROCK, TEXAS
(Client)
1' i Manap
(Date)
GREAT -WEST LIFE & ANNUITY INSURANCE COMPANY
&ju
Assistant Group Secretary
February 2, 2004
6 (Rev. 09-02)
07202 Cobra (10) 2004
PAYMENT SCHEDULE
To be attached to and made a part of the Agreement by and between:
CITY OF ROUND ROCK, TEXAS
and
GREAT -WEST LIFE & ANNUITY INSURANCE COMPANY
The Client shall make payments to the Service Contractor in advance for service fees listed below by the first day
of each Plan Month in which the Service Contractor performs duties pursuant to this Agreement. A grace period
of 30 days is granted after such monthly payment due date. The amount due will be determined as follows:
1. Initial set-up fee $1,250.00
2. First Year renewal fee Waived
3. Annual renewal fee after the first year $700.00
4. Monthly fees for: monthly billing service $10.50 per bill
5. Qualifying Event Notice $10.50 per notice
GA -COBRA -ADMIN -(4-00)
7 (Rev. 09-02)