Page 43 - Quality Industries

Quality Industries/Lockton Timeline

TASK NAME START DATE END DATE DURATION TEAMS
Phase 1 — Quality Industries onboarding
1 Broker of record letters executed and sent to vendors 12/01 12/07 1 week Lockton/Vendors/Quality Industries
2 Kick-off meeting 12/01 12/07 1 week Lockton/Quality Industries

3 Identify, track, and resolve current priority issues (Open Items Log and Project Plan) 12/07 12/14 1 week Lockton
4 Business Associate Agreement 12/01 12/21 3 weeks Lockton/Quality Industries
5 Gramm-Leach Bliley Act Notice 12/01 12/14 2 weeks Lockton
6 Scope of services and consulting agreement inalized 12/01 12/21 3 weeks Lockton/Quality Industries
7 Implement ThinkHR 12/01 12/07 1 week Lockton

Phase 2 — Audit and kick-off
1 Data request — census, plan documents, contracts, claims experience, and utilization, etc. 12/01 12/14 2 weeks Lockton/Vendors/Quality Industries
2 Schedule ongoing open item calls and strategy meetings 12/01 12/07 1 week Lockton/Quality Industries
3 Program audit 12/01 01/15 7 weeks Lockton
4 Benchmarking analysis 12/07 01/15 6 weeks Lockton
5 Review of contract terms and pricing 12/07 01/15 6 weeks Lockton
6 Review vendor performance 12/07 01/07 5 weeks Lockton
7 Network discount and type evaluation 12/07 12/31 4 weeks Lockton
8 Medical plan funding analysis 12/07 12/31 4 weeks Lockton
9 Preliminary renewal projection and underwriting analysis 12/07 01/15 6 weeks Lockton
10 Large claims and utilization review 12/07 01/15 6 weeks Lockton
11 Vendor calls/meetings 12/07 12/31 4 weeks Lockton/Vendors/Quality Industries
12 Compliance review 12/07 01/15 6 weeks Lockton
13 Program summary results 12/01 01/22 8 weeks Lockton/Quality Industries

Quality Industries — Lockton Total Rewards Practice overview 43 Lockton Companies