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CONF I DENT I A L │ PAGE 25

Joplin Schools RFQ – Group Benefit Broker/Consultants

RENEWAL & MARKETING

1. Annually, on or before the first day of February of each year, the Broker/ Consultant will provide the

District preliminary renewal projections based on claims analysis. (Dates may differ based on further

discussion with the District.)

CBIZ agrees to these terms.

2. Annually, on or before the first day of March of each year, the Broker/ Consultant will provide the District

with a written assessment of all insurance policies then in force for the benefit of the District and shall

include recommendations for improved coverages.

CBIZ agrees to these terms.

3. Annually, on or before the first day of May of each year, the Broker/ Consultant will provide the District

with Notification of any proposed insurance rate and/or service fee is to be received by the District. The

District prior to implementation must approve all amendments and adjustments. The Board of Education

approves rates in May of each year.

CBIZ agrees to these terms.

4. All negotiations with insurance carriers or other providers of insurance products, Broker/Consultant will

act solely for the benefit of the District and its employees without regard for the benefit of the

Broker/Consultant or any other person or entity. Confirm that the District’s Superintendent, Chief Financial

Officer, Human Resources Director and Benefits Coordinator will be in all negotiations involvement placing

of the District’s insurance programs.

CBIZ agrees to these terms.