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Home My WebLink AboutSOW with Mercer for City of Meridian Wellness BenefitsPatti Perkins Director of Human Resources City of Meridian 33 E. Broadway Avenue Meridian, ID 83642 June 12, 2015 Statement of Work C SOW') Sheila Stayner 800 West Main Street, Suite 1250 Boise, ID 83702 +1 208 338 6477 SheIIi.R,Stayner®mercer.com www.mercer.com The objective of this Statement of Work ("SOW") is to confirm the scope of our work and the compensation for this engagement. This SOW is subject to the terms and conditions contained in our existing engagement letter dated 12/10/2010. All capitalized terms not defined in this SOW shall have the meanings ascribed to them In our'existing engagement letter. Service Details — Service name: 2016 Scope of Service — Description of Mercer responsibilities: See attached Service Schedule Description of client responsibilities: Mercer's ability to provide the services herein this letter is dependent on Mercier being provided with and continue to receive accurate, up to date and timely documentation and Information from you and any insurance carrier providing benefits. Period of time over which work will be performed: January 1, 2016 through December 31, 2016 — Compensation/fees: We will be compensated for the services described herein in consideration of your payment of our professional fees of $50,000 annual. We will bill you monthly with such invoices due within thirty (30) days of your receipt of an undisputed invoice. If any invoice remains unpaid after longer than ninety (90) days from the date of the invoice, we may either suspend the provision of the services until payment is received, or terminate this SOW with immediate effect. VALENT • HE4TH • RETIREMENT • INVESTMENTS COM ANIELENNAN S MERCER Page 2 June 12, 2015 Patti Perkins City of Meridian Subcontractors We may need to utilize various subcontractors {"Subcontractors") in the course of our provision of the Services to assist us in such tasks as printing and mailing, development of interactive tools, graphic design, etc. You consent to our use of the Subcontractors and further acknowledge and agree that we may provide such Subcontractors with your Confidential Information, including Work, on a confidential and a need to know basis for the purposes contemplated by this SOW. Additional Terms 1. We do not act on behalf of any insurer or other service provider, are not bound to utilize any particular insurer or service provider, and do not have the authority to make binding commitments on behalf of any insurer or service provider. In addition, we do not guarantee or make any representation or warranty that coverage or service can be placed on terms acceptable to you. We are not responsible for the solvency or ability to pay claims of any insurance carrier or for the solvency or ability of any service provider to provide service. Insurance carriers or service providers with which your other risk or insurance coverage or other business is placed will be deemed acceptable to you, in the absence of contrary instructions from you. - You understand that the failure to provide, or cause to provide, complete, accurate, up-to-date, and timely documentation and information to us, an insurer, or other service provider, whether Intentional or by error, could result In impairment or voiding of coverage or service. You agree to review all policies, endorsements and program agreements delivered to you by us and will advise us of anything which you believe is not in accordance with the negotiated coverage and terms within thirty (30) days following receipt. Mercer and its Affiliates serve a wide array of clients, including clients who compete with or whose interests may be adverse to one another. In addition, Mercer interacts with insurance carriers and other service providers through numerous business and contractual relationships, including serving as a broker for its clients and receiving commissions from carriers, providing consulting or administration services to carriers, and auditing carriers' claims data. Mercer is committed to serving each of its clients in an objective manner and maintaining the confidentiality of each of its client's Information. - You expressly acknowledge that, with respect to the provision of the Services, we are not, nor are any of our Affiliates or subcontractors, an "administrator" within the meaning under applicable law, including the Employee Retirement Income Security Act of 1974, as amended MARSH&MCLENNAN COMPANIES 0` 061 MERCER Page 3 June 12, 2016 Patti Perkins City of Meridian ("ERISA"), nor, with respect to the provision of the Services, are we or any of our Affiliates or subcontractors a "fiduciary" within the meaning under applicable law or ERISA, unless provided otherwise herein or required by applicable law. Title V of the Gramm -Leach -Bliley Act and related state laws and regulations establish limitations on the use and distribution of non-public information collected by financial institutions from their customers and consumers. Our insurance -related work qualifies us as a financial institution under this Act. Our Privacy Policy Notice and additional information regarding other compliance policies at Mercer, including our conflicts of interest policy available at the following web address http://www.mercer.com/insights/point/2014/transparency.htmi. At this web address you will also find information regarding Marsh & McLennan Companies, Inc. and its subsidiaries' equity interests in certain insurers and contractual arrangements with certain insurers and wholesale brokers. Without limiting the generality of Section 2 of our engagement letter, you will inform us at the commencement of our work under each SOW (and thereafter in the event of any change) as to whether or not you or any of your Affiliates are subject to any restrictions or obligations directly relevant to the Services as a result of or in connection with having received any federal financial assistance in connection with any federal law or program, including, but not limited to, the American Recovery and Reinvestment Act of 2009 and the Emergency Economic Stabilization Act of 2008, including the Troubled Assets Relief Program. In the event that you or your Affiliates are subject to such restrictions or obligations, you will also promptly describe such restrictions and obligations to us in writing in reasonable detail and make an expert (including internal or external counsel) available to us for additional clarification that we reasonably request regarding the analysis or interpretation of any such restrictions or obligations. You agree that we will be entitled to rely on, and have no liability for, the accuracy and completeness of the information, analysis or interpretation that is provided to us in connection with the foregoing. — Mercer is unable to provide insurance broking, risk consulting, claims or other services or provide any benefit to the extent that the provision of such services or benefit would violate applicable law or expose Mercer or its Affiliates to any sanction, prohibition or restriction under UN Security Council Resolutions or under other trade or economic sanctions, laws or regulations. [Remainder of this page left blank intentionally] MARSH & MCLENNAN COMPANIES �!1 MERCER Page 4 June 12, 2015 Patti Perkins City of Meridian We appreciate your business and look forward to working with you on this engagement. Please acknowledgryrour agreement to the terms contained herein by signing below. & Benefits LLC 0 I Name: �� (Please Print) Title: -:?6n6P& ACCEPTED AND AGREED City t By: Name: Title: Date: Date: 1 -a -a 'IS MARSH & MCLENNAN COMPANIES