License Services Agreement - AccordWare LLC - Benefit Website for City of South Bend Employees

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W ltalwIIB Online Benefits Enrollment and Administration Services The following items detail each of the actions to be completed in the management and administration of the benefits program enrollment process for Client, • Communicate with Client's enrollment team to detail and confirm; o The annual enrollment process desired n Each task to be completed o Assign task responsibilities to the most appropriate parties, and o Develop work schedules. • Communicate with Client's enrollment team to review the benefits plan design, eligibility, design variations, costs, and employee/employer pricing. • Prepare the necessary plan specification documents. • Establish data reporting/EDI requirements and processes between Client administrative systems (Benefits management, Payroll, and Human Resource Information System) and BenXpress administrative system. • Establish data reporting/EDI requirements and processes between insurance providers and/or third party administrators and BenXpress administrative system. • Communicate with Client to establish ongoing administrative processes to be performed upon completion of the annual enrollment process, including: o Employee additions, terminations, transfers, leaves -of absence, employment status changes, and changes in family status o Ongoing eligibility and participation reporting o New hire enrollment processes • Establish Client benefits program configuration on BenXpress administrative system in accordance with the plan design, eligibility, rates, pricing, and plan parameters for each benefit, as defined by the agreed - upon specification documents. • Document all administrative work flow and reporting processes to be completed by AccordWare LLC. • Perform testing and auditing of administrative system functions and reports. Provide reports to Client for internal audit. • Update employee database on BenXpress administrative system and obtain written confirmation from Client of the accuracy of employee data. • Finalize all data on BenXpress administrative system and obtain written confirmation fiom Client of the accuracy of employee data. • Finalize all data on BenXpress administrative system following any final adjustments from Client. • Generate plan enrollment forms/worksheets in PDF format, including the desired personalized messages and required employee price tags/contributions for each eligible employee for each eligible benefit option, including voluntary benefits. • Process via BenXpress web enrollment system, all employee election data. • Upon Client's request, generate a PDF confirmation statement for each employee that identifies and confirms the benefit elections for the plan year — including default benefits. • Provide Client payroll systems/HRIS with test data file(s) to validate all required payroll data is properly formatted. • Provide final data file of election results for payroll/IIRIS. • Upon Client's request, produce a series of employee election results reports, including: o Benefit Coverage Reports (the benefit option coverage selected by each employee per benefit) o Demographic Reports • Provide Client with eligibility/participation reports/files for insurance providers and/or third patty administrators, as appropriate. COSB Order Form I Confidential Page 10 of 10