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Form No. DPP-RFP-PS-68-75 Approved 5/7/75 Revised 3/18/08 GOVERNMENT OF THE VIRGIN ISLANDS OF THE UNITED STATES Request for Proposal — Negotiation Professional Services "TOS sss ss canes os a saueawinn s bes euneme os a vem ¢ 6 ss sommes Date: April 5, 2017 REP No. 010-2017 (P) Pursuant to 31 V.I.C. 239 (a) (4) and Rules and Regulations thereunder issued, the Government of the Virgin Islands, Department of Property and Procurement will receive proposals for the work described below. Proposals will be received no later than Friday, May 5, 2017 @ 4:00 o’clock p.m. Atlantic Standard Time. SCOPE OF SERVICES: ATTACHED -]- Form No. DPP-RFP-PS-68-75 Approved 5/7/75 Revised 3/18/08 NEGOTIATED PROCEDURES: The Commissioner of the Department of Property and Procurement will appoint a Selection Committee to assist in the evaluation and selection of the Contractor. Accordingly current data on qualifications and performance should be submitted with proposals. After reviewing the qualifications and proposals the Committee will select for discussions from the firm/s or person/s considered not less than three (3), in order of preference, deemed to be most highly qualified to provide the services herein required. Discussions will be conducted successively and severally with the firm/s or individual/s so selected the anticipated concepts and the relative utility alternative methods of approach for furnishing the services hereunder. FACTORS FOR DISCUSSIONS Selection criteria will include (i) Professional qualification, registration and general reputation of principals of the firm or individual; (ii) the extent to which the firm or individual specializes in or has performed services of similar scope to the hereunder; (iii) familiarity with the location(s) in which services will be performed; (iv) quality of performance on other similar projects. NEGOTIATION: The Selection Committee shall recommend to the Commissioner the highest qualified firm or person with whom a contract shall be negotiated. The Commissioner, with the assistance of the Selection Committee, shall attempt to negotiate a contract with such firm or person. Should the Commissioner be unable to negotiate a satisfactory contract with the firm considered to be the most qualified, at a price he determines to be fair and reasonable to the Government, negotiations with that firm will be formally terminated. Negotiations will then commence with the second most qualified, the third most qualified or additional firms, in order of preference, their competence and qualification, and shall continue until an agreement is reached. Lloyd T. Bough, Jr. Commissioner Nominee Department of Property and Procurement Form No. DPP-RFP-PS-68-75 Approved 5/7/75 Revised 3/18/08 INSTRUCTION TO PROPOSALS A. NOTICE RFP-010-2017 (P) To assist and advise the Virgin Islands Health Insurance Board of Trustees in administering the Government‘s Health Insurance Program in the U.S. Virgin Islands Information provided in the scope of work is to be used only for purposes of preparing a proposal. It is further expected that each bidder will read the scope of work thoroughly, for failure to meet certain specified conditions may invalidate the proposal. The Government of the Virgin Islands, herein after referred to as GVI, reserves the right to reject any or all proposals or any portion thereof and to accept the proposal deemed most advantageous to GVI. Price shall not be the sole criterion of awarding this project. Scope and quality of work proposed and the ability of the bidder to complete this type of project shall also be considered. Applicants are requested to submit proposals on the basis of the scope of work. Alternative proposals recommending new features and technology other than that requested in the scope of work will receive consideration providing such new features and/or technology is clearly explained. Any exceptions to the requirements requested herein must be clearly noted in writing and be included as part of the proposal. The information contained herein is believed to be accurate, but is not to be considered in any way as a warranty. Request for additional information clarifying the Scope of Services should be directed in writing to Dazarene’ Lescott at dazarene.lescott@dpp.vi.gov. Requests will be forwarded to Ms. Maureen Venzen, Chief, Group Health Insurance, GESC/Health Insurance Board of Trustees. B. STATEMENT OF PURPOSE RFP-010-2017 (P) To assist and advise the Virgin Islands Health Insurance Board of Trustees in administering the Government‘s Health Insurance Program in the U.S. Virgin Islands Cc. PROPOSED SCOPE OF SERVICES See Attached Form No. DPP-RFP-PS-68-75 Approved 5/7/75 Revised 3/18/08 D. E. TIMETABLE 1. Last day for requests for written clarification will be Tuesday, April 18, 2017 @ 4:00 p.m. Atlantic Standard Time. 2. Proposals will be accepted at the Department of Property & Procurement, no later than Friday, May 5, 2017 @ 4:00 p. m. Atlantic Standard Time. SUBMISSION OF PROPOSAL All interested parties shall submit one (1) original and five (5) copy sets of proposals, which are to be delivered to the Department of Property and Procurement no later than Friday, May 5, 2017 @ 4:00 p. m. Atlantic Standard Time. They shall be addressed to: Lloyd T. Bough, Jr. Commissioner Nominee Property & Procurement 8201 Subbase, 3rd Floor St. Thomas, Virgin Islands 00802 THE SEALED ENVELOPE CONTAINING THE PROPOSAL MUST HAVE THE FOLLOWING INFORMATION _ WRITTEN ON THE OUTSIDE OF THE ENVELOPE OR PACKAGE: SEALED PROPOSALS-DO NOT OPEN RFP-010-2017 (P) (Name of Bidder) (Mailing Address of Bidder) (Telephone Number of Bidder) (Fax Number of Bidder) Where proposals are sent by mail, the bidder shall be responsible for their delivery to Department of Property & Procurement before the date and time set for the closing of acceptance of proposals. Form No. DPP-RFP-PS-68-75 Approved 5/7/75 Revised 3/18/08 F. WITHDRAWALS OF PROPOSAL A proposal may be withdrawn at any time prior to the time specified as the closing time for acceptance of proposals. However, no proposal shall be withdrawn or canceled for a period of thirty (30) days after said closing time for acceptance of proposals nor shall the successful provider withdraw, cancel or modify the proposal, except at the request of GVI after having been notified that said proposal has been accepted by GVI. INTERPRETATION OF SPECIFICATIONS If any person contemplating submitting a proposal requires clarification of any part of the scope of work, he/she may submit to the GVI a written request for an interpretation thereof to the Commissioner Nominee of Department of Property and Procurement Lloyd T. Bough, Jr. GVI will not respond to questions received after the above established date. The person submitting the request will be responsible for its prompt delivery. Any interpretation of the scope of work will be made in writing to all prospective providers. Oral explanations will not be binding. CONSIDERATION OF PROPOSAL The Commissioner of Property and Procurement shall represent and act for GVI in all matters pertaining to the scope of work and contract in conjunction therewith. This RFP does not commit GVI to the award of a contract, nor pay of any cost incurred in the preparation and submission of proposals in anticipation of a contract. GVI reserves the right to reject any or all proposals and to disregard any informality and/or irregularity in the proposal when, in its opinion, the best interest of GVI will be served by such action. Proposals failing to provide some of the items in the scope of work shall not be rejected per se but any deviations from the scope must be clearly noted. ACCEPTANCE OF PROPOSALS GVI will notify in writing acceptance of one of the proposals. Failure to provide any supplementary documentation to comply with the respondent’s proposal may be grounds for disqualification. Form No. DPP-RFP-PS-68-75 Approved 5/7/75 Revised 3/18/08 J. CONTENTS OF PROPOSAL The following is a list of information to be included in the written proposal. Failure to comply with all the requirements as outlined, may disqualify the applicant. di Introductory letter about the applicant: a. Name, address, email and telephone numbers. b. Type of service for which individual/firm is qualified. 2 Organization: Names/addresses of Principals of Firm. Names of key personnel with experience of each and length of time in organization. Number of staff available for project. (Local & Off-Territory) Copy of Articles of Incorporation Copy of Certificate of Resolution Copy of valid Business License sp rho =o 3: Outside consultants that will be retained for this project and percentage of work to be sub-contracted. 4. Project experience: a. List of completed projects and estimated cost of each. b. Current projects underway; scope; percentage completed to date and estimated cost of each. <5 Project References: (including a notarized written consent from the authorized representative which must include: name; telephone number; email address and facsimile number). 6. Project Approach: a. Describe how you will approach this project and availability to perform the services requested. ré Cost: The Cost Proposal must be submitted in a separate sealed envelope. Form No. DPP-RFP-PS-68-75 Approved 5/7/75 Revised 3/18/08 K. CONFLICT OF INTEREST A proposer filing a proposal hereby certifies that no officer, agent or employee of GVI has a pecuniary interest in this proposal or has participated in contract negotiations on behalf of GVI; that the proposal is made in good faith without fraud, collusion, or connection of any kind with any other Bidder for the same request for proposals; the Bidder is competing solely in its own behalf without connection with, or obligation to, any undisclosed person or firm. LICENSE REQUIREMENT An award will not be made to any firm or individual doing business in the Virgin Islands to perform work with the Government of the Virgin Islands until evidence is submitted that the said firm or individual has a valid V.I. Business License to do business in the Virgin Islands. Bidders must submit hard copy of a valid V.I. Business License within ten (10) business days after award. All Bidders bidding as Joint Ventures must be licensed as a Joint Venture in the Virgin Islands. REQUIRED DOCUMENTS ie PUBLIC LIABILITY: The successful bidder will be required to obtain and have in place public liability insurance and other insurance necessary as requested in this proposal package. Insurance policy(ies) shall name the Government of the Virgin Islands as "Additional Insured". The public liability insurance shall have a minimum limit of not less than one hundred thousand ($100,000.00) dollars for any one occurrence for death or personal injury and one hundred thousand ($100,000.00) dollars for any one occurrence for property damage. Bidder must provide public liability insurance within ten (10) business days after award. ze WORKERS' COMPENSATION: Within ten (10) business days after award of contract, the successful bidder must submit a copy of their certificate verifying his firm and agents are covered by Workers' Compensation Insurance. F FAILURE TO PROVIDE CERTIFICATES WITHIN THE STATED TIME PERIOD MAY RESULT IN THE PROPOSAL DEEMED NON-RESPONSIVE AND MAYBE IMMEDIATELY DISQUALIFIED WITH NO FURTHER CONSIDERATION GIVEN FOR POTENTIAL AWARDING OF THE CONTRACT. Form No. DPP-RFP-PS-68-75 Approved 5/7/75 Revised 3/18/08 N. REQUIREMENTS FOR CORPORATION 1. ARTICLES OF INCORPORATION 2. CERTIFICATE OF CORPORATE RESOLUTION 3. CERTIFICATE OF GOOD STANDING THESE ARE REQUIRED PRIOR TO AWARD OF CONTRACT. Scope of Services Performed by Consultant The Board requires a consultant to advise on all aspects of its insurance program — including medical, drugs, dental, death, disability and vision care options. The consultant also assists and leads the board in reviewing and assessing all types of funding mechanisms, reserve requirements, and plan design alternatives that could result in cost savings at comparable levels of benefits. Though the emphasis is on providing assistance during the annual renewal negotiation process, the consultant assists the Board in taking a proactive approach to managing the program ona long term basis. e Research and consultation covering all aspects of the Program, including experience, funding arrangements, claims, reserves, benefit design, benefit option(s), and the overall progress and development of the Program in light of current industry trends and in comparison to plans of similar size type in other jurisdictions. e Obtain pertinent information from the Government's insurance carriers in order to evaluate the current insurance plan and make recommendations as to improvements that will benefit the Government. e Consult with related parties, including government officials of the Government of the Virgin Islands with respect to the existing cash management infrastructure and established laws, rules, regulations, policies and procedures related to appropriating and allotting funds for government purposes, and more specifically for health insurance and related purposes, insofar as it relates to proposed changes in funding mechanisms in order to determine the best suited funding mechanism(s) for the Government of the Virgin Islands health insurance programs. e Advise on any changes in the responsibility to the Government of the Virgin Islands, Group Health insurance Office and/or the Board, as it relates to compliance with the Health Insurance Portability and Accountability Act or any local or federal law or rules and regulations governing the protection of personal health information. e Communicate research findings and consulting with the Board and the insurance companies and, when necessary, consult with related parties, including government officials and legal counsel regarding plan changes to be made and implemented. Year End Accountings. Full consulting services (including meetings) with respect to the annual financial settlements and performance guarantee reconciliations presented by the insurers for all Participating benefit plans Plan Funding. Provide Ongoing strategic plan funding analysis and recommendations, including during the renewal process, to ensure that the Program continues to meet the Government’s needs in such respects as cost, competitiveness and feasibility. New funding arrangements will be considered and analyzed whenever appropriate. Plan Adminisiration Assist the Government with the ongoing administration of the Health and Welfare benefits program by Providing advice, analysis and assistance with such facets as enrollment, eligibility, financial reporting, plan document interpretation, training, Legislative hearings, consulting invoices, Regulatory Compliance. Monitor changes in regulatory activity and keep the Government apprised of any actions that will impact the benefit plans. Vendor Negotiations and Management. Lead negotiations with the insurance companies to obtain Ad Hoc Consulting Assistance. Be available on a daily basis to assist all parties at the Government with consulting services in a broad range of areas. Plan Analysis. Consultant will conduct and provide results of the following plan analyses: Claim audits Detailed and Comprehensive claims analyses Compliance audits Extensive Benchmark studies of specific competitors Eligibility audits Pharmacy benefits/vendor analysis Non-discrimination testing Employee surveys GASB valuation* *support work only as the actual valuations are done under a separate contract with the Department of Finance Comprehensive marketing of plans Activities to be Performed Project Approach Dependencies on other tasks or events Result or deliverable Assumptions or constraints Research and consultation covering all Ongoing Initiated either by Board Depending on the nature | None — although aspects of the Program, including experience, | throughout the request, Consultant of the activity, results Consultant is not funding arrangements, claims, reserves, year. recommendation, vendor | can be communicated authorized to provide benefit design, benefit option(s), and the activity, regulatory through reports, legal advice overall progress and development of the change or other prompt. presentations, letters, Program in light of current industry trends and Certain activities (e.g., emails, conference calls, in comparison to plans of similar size type in benefit design review) etc. other jurisdictions. done at least annually as part of the renewal process (April- September). Obtain pertinent information from the Ongoing In some cases, will be Depending on the nature | In some cases, Government's insurance carriers in order to throughout the initiated by specific of the activity, results analyses will be evaluate the current insurance plan and make | year (with requests from the Board | can be communicated dependent upon the recommendations as to improvements that will benefit the Government. increased activity during the annual renewal process in April- or other government entity. Otherwise, will be an ongoing process initiated by Consultant. through reports, presentations, letters, emails, conference calls, etc. availability of specific information from the insurance carriers. September). Consult with related parties, including Ongoing At the Board’s direction, Depending on the nature | Consultant will government officials of the Government of the | throughout the Consultant will interact of the activity, results require continued Virgin Islands with respect to the existing year (with with any related parties to can be communicated access to reliable Activities to be Performed cash management infrastructure and established laws, rules, regulations, policies and procedures related to appropriating and allotting funds for government purposes, and more specifically for health insurance and related purposes, insofar as it relates to proposed changes in funding mechanisms in order to determine the best suited funding mechanism(s) for the Government of the Virgin Islands health insurance programs. increased activity during the annual renewal process in April- September). Dependencies on other tasks or events evaluate funding issues that best meet the GVI’s needs and circumstances. Result or deliverable through reports, presentations, participation in hearings or Board meetings, letters, emails, conference calls, etc. Assumptions or constraints information about the GVI's cash management infrastructure. Advise on any changes in the responsibility to the Government of the Virgin Islands, Group Health Insurance Office and/or the Board, as it relates to compliance with the Affordable Care Act or any local or federal law or rules and regulations governing the protection of personal health information (PHI). Ongoing throughout the year Initiated by Board request, Consultant recommendation, regulatory change, funding change or other prompt. Depending on the nature of the activity, results can be communicated through reports, presentations, letters, emails, conference calls, etc. None — although Consultant is not authorized to provide legal advice. Communicate research findings and consulting with the Board and the insurance companies and, when necessary, consult with related parties, including government Officials and legal counsel regarding plan changes to be made and implemented. Ongoing throughout the year, with increased activity during the annual renewal process (April-September) Initiated either by Board request, Consultant recommendation, vendor activity, regulatory change or other prompt. Depending on the nature of the activity, results can be communicated through reports, presentations, letters, emails, conference calls, etc. None — although Consultant is not authorized to provide legal advice Activities to be Performed Renewals. Full consulting services (including meetings) with respect to the annual premium rate renewals for all of the benefit plans including Medical/Rx, Dental, Life Insurance and Vision Care April 1 - September 30 (with some preparatory and follow-up work outside of these dates) Dependencies on other tasks or events Carrier renewals are to be delivered in early May based on experience thru 4/30. Result or deliverable Results determined and communicated through reports, presentations, participation in hearings and meetings, letters, emails, conference calls, etc. Assumptions or constraints Timeframe assumes no changes to the current renewal date or mandated deadlines. Year End Accountings. Full consulting services (including meetings) with respect to the annual financial settlements and performance guarantee reconciliations Oct 1 — April 15 (depending on specific delivery dates of carrier Carrier year-end accountings are to be delivered in early March based on experience thru Results determined and communicated through reports, presentations, participation in hearings Timeframe assumes no changes to the current renewal date or carrier delivery presented by the insurers for all participating performance preceding 9/30. and/or meetings, letters, | dates. benefit plans guarantee emails, conference calls, reports) etc. Plan Design. Provide ongoing strategic plan Ongoing in some cases, will be Depending on the nature | None design analysis and recommendations, throughout the initiated by specific of the activity, results including during the renewal process, to year (with requests from the Board | can be communicated ensure that the Program continues to meet the Government's needs in such respects as cost, competitiveness and feasibility. New benefits will be considered and analyzed whenever appropriate to address changing vendor and provider delivery patterns. increased activity during the annual renewal process in April- September). or other government entity. Otherwise, will be an ongoing process initiated by Consultant. through reports, presentations, participation in meetings, letters, emails, conference calls, etc. Activities to be Performed Plan Funding. Provide ongoing strategic plan funding analysis and recommendations, including during the renewal process, to ensure that the Program continues to meet the Government's needs in such respects as cost, competitiveness and feasibility. New funding arrangements will be considered and Ongoing throughout the year (with increased activity during the annual renewal process in April- Dependencies on other tasks or events In some cases, will be initiated by specific requests from the Board or other government entity. Otherwise, will be an ongoing process initiated by Consultant. Result or deliverable Depending on the nature of the activity, results can be communicated through reports, presentations, participation in meetings, letters, emails, Assumptions or constraints of the health and welfare benefits program to participants, providers and administrators by providing advice, analysis and assistance with such facets as Summary Plan Descriptions (SPDs), contracts and announcement letters. year (with most increased activity during the annual renewal process in July - October). analyzed whenever appropriate. September). conference calls, etc. 10 Plan Administration. Assist the Government Ongoing In some cases, will be Depending on the nature | None — although with the ongoing administration of the Health throughout the initiated by specific of the activity, results Consultant is not and Welfare benefits program by providing year (with some requests from the Board | can be communicated authorized to provide advice, analysis and assistance with such increased activity | or other government through reports, legal advice facets as enrollment, eligibility, financial during the annual entity — or a carrier, presentations, reporting, plan document interpretation, renewal process Otherwise, will be an participation in meetings, training, Legislative hearings, consulting in April- ongoing process initiated letters, emails, invoices, September), by Consultant. conference calls, etc. 11 Plan Communications. Assist the Ongoing Dependent on finalization | Draft communications None — although Government with the ongoing communication throughout the of plan designs, etc. materials or contracts Consultant is not with changes highlighted, emails, letters, meetings, etc. authorized to provide legal advice Activities to be Performed Regulatory Compliance. Monitor changes in Ongoing Dependencies on other tasks or events Will be driven primarily by Result or deliverable Depending on the nature Assumptions or constraints In some instances, regulatory activity and keep the Government throughout the changes in Federal or of the activity, results Consultant will be apprised of any actions that will impact the year. Territorial law — or can be communicated dependent on the benefit plans. accounting standards. through reports, Board to provide These will be monitored presentations, advance notice of by Consultant. participation in meetings, | pending changes in letters, emails, USVI regulations conference calls, etc. 13 Vendor Negotiations and Management. Lead | Ongoing Annual administration Depending on the nature | None negotiations with the insurance companies to | throughout the changes will be of the activity, results obtain appropriate adjustments, by assessing | year (with automatically reviewed. can be communicated whether the carrier’s annual administrative fees or retention is consistent with its projection, or if the proposed premium rates, for any plan alternative outlined in the response to the RFP that may be favorably considered by the Board, appear justified based on claims experience. increased activity during the annual renewal process in April- September). Premium rates for alternative plan designs will be reviewed and also independently calculated by Consultant. In some cases, activity will be initiated by specific requests from the Board or other government entity. Otherwise, will be an ongoing process initiated by Consultant. through reports, presentations, participation in meetings, letters, emails, conference calls, etc. Dependencies on other Assumptions or Activities to be Performed Result or deliverable tasks or events constraints Ad Hoc Consulting Assistance. Be available Ongoing In some cases, will be Depending on the nature Consultant will on a daily basis to assist all parties at the throughout the initiated by specific of the activity, results consult with any Government with consulting services in a year. requests from the Board can be communicated related party at the broad range of areas. or other government through reports, Government, subject entity — or by action bya presentations, to prior approval by carrier. Otherwise, will be participation in meetings, | the Board. an ongoing process letters, emails, Significant out of initiated by Consultant. conference calls, etc. scope work for non- Board entities could be subject to additional consulting fees. 15 Plan Analysis. Consultant will conduct and provide results of the following plan analyses: 15a | Claim audits Medical claim Project requirements: Consultant to complete | if audits are Provide audit services for medical and payment audit is | GUSVI authorization to data mining tasks and requested more pharmacy benefit plans. GUSVI may elect to | recommended audit; BAA and applicable site audit(s). frequently than engage either a traditional or alternative audit | once every 3-5 confidentiality All findings and normal cycle, methodology. The traditional methodology years agreements; outcomes to be provided | additional consulting may be utilized to infer overall administrator Administrator provided in Executive Summary _ | fees could apply. performance. The alternative methodology claim and eligibility data | and presented to relies on 100% data review followed by GUSVI. Reports to be interactive qualification or a site audit. Allows provided to GSUVI in audit team to focus on specific areas of the advance of final greatest financial risk for the GUSVI. presentation. 15b Activities to be Performed Detailed and Comprehensive claims analyses Claims experience analyzed annually during renewal period (April to September). Comprehensive claims analysis would be done on an ad hoc basis. Dependencies on other tasks or events in some cases, will be initiated by specific requests from the Board or other government entity — or by action by a carrier. Otherwise, will be an ongoing process initiated by Consultant. Result or deliverable Depending on the nature of the activity, results can be communicated through reports, presentations, participation in meetings, letters, emails, conference calls, etc. Assumptions or constraints Frequent or exhaustive claims analytics could be subject to additional consulting fees. 15c Compliance audits Ad hoc Initiated at Board request | Results will be May be an additional communicated through cost item depending formal on the frequency and report/presentation scope of the proposed audits. 15d Extensive Benchmark studies of specific Ongoing In some cases, will be Depending on the nature | Will sometimes competitors throughout the initiated by specific of the activity, results depend on the year. requests from the Board | can be communicated availability of specific or other government entity — or by action by a carrier. Otherwise, will be an ongoing process initiated by Consultant. through reports, presentations, participation in meetings, letters, emails, conference calls, etc. information about competitor plans. Activities to be Performed Eligibility audits Verification of the eligible status of enrolled dependents on the GUSVI Plan. A Dependent Eligibility Verification (DEV) project can range from a sampling of the dependent population to verification of 100% of enrolled dependents. Dependencies on other tasks or events Generally dependent eligibility projects should not overlap with an annual enrollment period Result or deliverable Consultant to provide dependent eligibility guideline evaluation; member communications and fulfillment; DEV Customer Service Center; Executive Summary presentation of results Assumptions or constraints Comprehensive audit would be an additional cost item not included in the annual retainer Section 125 or Section 129 Spending account plans communicated via letter 15f Pharmacy benefits/vendor analysis Full evaluation of | Initiated at direction of the | Results determined and Current fully insured plan design, Board and subject to communicated through arrangement may benchmarking agreement with reports, presentations, limit the availability of and clinical Consultant on project participation in hearings | data for analysis programs approach and/or meetings, letters, annually. Full emails, site visits, evaluation of conference calls, etc. contract and pricing terms every 2-3 years. 15g Non-discrimination testing Ad hoc Implementation of Results will be Testing is not currently applicable 15h Activities to be Performed Employee surveys Upon request Dependencies on other tasks or events initiated at direction of the Board (possibly based on recommendations from Consultant) and subject to agreement with Consultant on project approach and (if applicable) additional fees Result or deliverable Results determined and communicated through reports, presentations, participation in hearings and/or meetings, letters, emails, site visits, conference calls, etc. Assumptions or constraints Frequent surveying or requests for exhaustive analysis of survey data could be subject to additional consulting fees. 15i GASB valuation Full valuation at Currently being Results determined and | Consultant will least every 2 performed for the communicated through provide the Board years. Department of Finance reports, presentations, with consulting Annual roll- under a separate participation in hearings | services and advice forwards. contract. Would require and/or meetings, letters, | related to the impact this responsibility to be emails, conference of GASB rules on transferred from DOF to calls, etc. plan design and the Board and then funding. initiated at direction of the Full GASB valuations Board and subject to and annual roll agreement with forwards would be Consultant on project additional cost items approach and fees not included in the annual retainer. 15) Comprehensive marketing of plans At least every 5 initiated at direction of the | Results determined and years Board and subject to agreement with Buck on communicated through reports, presentations, SOW TASK Activities to be Performed # Dependencies on other i Assumptions or Result or deliverable ; tasks or events constraints project approach and participation in hearings fees and/or meetings, letters, emails, site visits, conference calls, etc.