Delta Dental AgreementCITY OF DUBUQUE, IOWA
MEMORANDUM
March 1, 2001
TO:
FROM:
SUBJECT:
The Honorable Mayor and City Council Members
Michael C. Van Milligen, City Manager
Administrative Services and Financial Agreement Between the City of Dubuque
and Delta Dental Plan of Iowa
Personnel Manager Randy Peck is recommending approval of the Administrative Services and
Financial Agreement Between the City of Dubuque and Delta Dental Plan of Iowa for services
related to the administration of the City's dental plan.
I concur with the recommendation and respectfully request Mayor and City Council approval.
Mi an Milligen --
MCVMJjh
Attachment
cc: Barry Lindahl, Corporation Counsel
Randy Peck, Personnel Manager
CITY OF DUBUQUE, IOWA
MEMORANDUM
February 22, 2001
TO:
FROM:
Michael C. Van Milligen, City Manager
Randy Peck ~
Personnel Manager
SUBJECT: Administrative Services and Financial Agreement Between the City of
Dubuque and Delta Dental Plan of Iowa
On February 5, 2001, I received the attached Administrative Services and
Financial Agreement between the City of Dubuque and Delta Dental Plan of Iowa for
services related to the administration of the City's dental plan. The effective date of
this agreement is July 1, 2000. The administrative fee for processing dental claims
was reduced from $2.56 per contract per month to $2.53 per contract per month.
The reduction in the fee is the result of our decision to require a weekly claims
settlement. The administrative fee went into effect on July 1, 2000 and will remain
in effect through June 30, 2001, and was approved by the Health Care Committee
on May 18, 2000, The reason for the extensive delay in receiving the final version
of the Administrative Services Agreement is due to the fact that we had to work out
some language issues with Delta Dental.
This agreement has been reviewed by Barry Lindahl and the Segal Company,
our benefit and actuarial consultant, and they found the terms to be acceptable. The
Health Care Committee has also approved the agreement.
J recommend that the agreement be approved. If you have any questions,
please feel free to call.
PLEASE SIGN THIS COPY AND
RETURN IN THE ENCLOSED
ENVELOPE
ADMINISTRATIVE SERVICES and FINANCIAL AGREEMENT
THIS AGREEMENT is by and between Delta Dental Plan of Iowa (Delta), and
City of Dubuque (Employer).
Group name
WHEREAS, the following circumstances exist:
Delta is a nonprofit corporation author/zed by the Commissioner of Insurance for the state of
Iowa to transact bm/ness as a dental service plan.
Employer desires to create or has established a dental benefits plan for its eligible
Employees.
Employer desires to enter into a financial arrangement with Delta under which Employer is
solely responsible for the Claims Paid for covered dental services provided to its Members
subject to the limitation on Employer's financial liability set forth in the stop loss coverage
provisions of this Agreement.
Employer desires that Delta pay claims for dental services furnished to Members and provide
other administrative services.
NOW, THEREFORE, in consideration of the mutual promises and covenants hereinafter
set forth, it is hereby agreed as follows:
1. Definitions.
"Administrative Fee" means either an amount per contract or a percentage
of Chinas Paid, whichever is applicable, that Delta charges the Employer
and which includes allocations for Delta's cost of adm/nister/ng
Employer's plan and general operating costs. The Administrative Fee
during the Cuntract Period is stated in the Schedule of Fees attached to this
Agreement.
"Administrative Services" means those services to be performed by Delta
for Employer in connection with this Agreement,/ncluding, but not 1/mited
to the following: claims process/ng, customer services, accounting
services, actuarial services, enrollment services, data process/rig services,
and such other related services as the parties may agree are appropriate and
necessary to accomplish the objectives of this Agreement. Administrative
Services expressly excludes any services for the administration of
continued dental coverage pursuant to the Consolidated Omnibus Budget
Reconciliation Act of 1985 (COBRA), as amended, or any state or federal
law relating to continuation coverage &the Employer's plan.
"Agreement" means this Adm/nistrative Services and Financial
Agreement, Group Application, Schedule o£Fees attached to it initially
and as such may be revised or amended, the Benefits Certificate(s), and the
Subscribers' names and/or applications for coverage.
Benefits Certificate means the written document(s) which describe and
de£me a welfare benefit plan for dental services which the Employer
established for its Members.
"Claims" means claims for dental services that ere furnished to Members
with a date of service as de£med in the Schedule of Fees as Claims Eligible
for Payment.
"Claims Paid" means the mount calculated by deducting from the
Covered Charges any amounts attributable to Provider Savings,
deductibles, copayme~nt, coinsurance, or Contract L/mitations as defined in
the Benefits Certificate(s). The amount of Claims Paid during the Contract
Period is determined by the date of Delta's check or remittance.
"Contract Limitations" means the amounts which ere the liability of the
Subscriber under this Agreement. These include the services which are not
covered, charges for dental services which are not dentally necessary,
penalties for failure to follow notification requirements, and charges for
services that have reached a contract max/mm
"Contract Period" means the period of time set forth in the Schedule of
Fees or the most recent revision to the Schedule of Fees.
"Covered Charges" means the amount a provider bills a Member, or
DeRa, less services not covered. Services which ere covered are those
dentally necessary and dentally appropriate procedures as outlined in the
Benefits Section of the Benefits Certificate(s).
"Delta Allowance" means the amount which equals the lesser of the
Covered Charge for a service, supply, or any dental procedure covered
under the dental plan or an amount which Delta establishes, annually, as its
maximum allowable fee for the same service or supply.
For all dental procedures covered under the plan, the max/mum allowable
fee is established by Delta Dental Plan of Iowa for a covered dental
procedure that is dentally necessary and dentally appropriate. It is
developed from various sources, such as contracts with dentists, input from
our dentist consultants, the simplicity or complexity of the procedure, and
the billed charge for the same procedures by dentists in Iowa.
For services billed by providers outside of Iowa, the max/mum allowable
fee is based on information from that state's Delta Plan.
"Employee" means an active Employee of Employer for purposes of
Social Security laws or who otherwise is included as an Employee as
required by law (or a member of the Boerd of Directors of an Employer).
"Incurred Date" means the date dental services are provided. With
regerd to inpatient hospital or facility services, the date of admission is the
Incurred Date.
"Member" means any person entitled to receive dental benefits as defmed
in the Benefits Certificate(s).
"Provider Savings" means the amount saved due to Deka's contracts with
providers. It is calculated as the difference between the Covered Charge
and the Delta Allowance.
2
"Subscriber" means any individual identified by Employer as a person
eligible for dental coverage subject to the terms, conditions and limitations
described in the Benefits Certificate(s) and who is named on an
identification card issued by Delta.
Responsibilities of Employer.
Furnishing Information. Employer agrees to furnish Delta with timely
reports and information in a form and manner reqinred by Delta so that
Delta properly may discharge its responsibilities under this Agreement,
including but not limited to, information pertsining to Members for the
purpose of determining eligib~ty for coverage under the Benefits
Certificate(s), and information necessary for the proper administration of
coordination of benefits and other limitations and exclusions contained in
the Benefits Certificate(s).
Persons Eligible for Coverage. Prior to the Effective Date of this
Agreement, Employer shall deliver to Delta a list of the names and/or
completed applications for each person that Employer shall designate as
being eligible for benefits set forth in the Benefits Certificate(s).
On or before the fast of each month thereafter Employer shall notify Delta
in writing of those persons who are no longer eligible as of that month, and
thereafter Delta shall not pay Claims for serv/ces furnished such persons
on or after the date of termination.
At any time during the Con~ract Period, Employer may certify to Deha the
names of additional eligible persons. Delta shall, from and after the
commencement date of coverage Delta establishes for such person, pay
Claims with Incurred Dates on or after the effective date of coverage in
accordance with the terms and conditions set foxth in this Agreement.
Failure to Provide Information. Employer's failure to provide timely
and accurate information may cause Delta to make incorrect payments. In
that event, Employer may be liable for all or part of any incorrect payments
made.
Payment of Claims and Administrative Fee. Employer authorizes Delta and
Delta agrees to process Claims on a regular basis, subject to the limitations,
conditions, and exclusions stated in the Benefits Certificate(s). Employer will pay
or reimburse Delta for thc Claims Paid and Administrative Fee as set forth in this
paragraph.
Weekly Actual Claims Paymena Delta will bill Employer weekly. Once
each week, Delia will nottfy Employer of the total billing for the week by
fax (normally on Tuesday). Delta will generate an ,4 CH transaction and
draft the amount of the billing from the bank account designated by
Employer (normall3~ on Friday). The weekly billing will include the total of
claims for the week and the last week of the ~nonth will also include the
Administrative Fee for the current month.
Late Payments. All payments must be paid on time in accordance with paragraph
3. ffthe Employer fails to make timely payments in full, Delta may, at its option,
immediately stop the payment of all claims for the Employer's Members, regardless
of the Incurred Date and may terminate this Agreement retroactively to the las[ day
of the month for which full payment was made without any further notice.
Payments not made when due also will be subject to an interest charge at the then
prevailing prime rate plus two percent (2%) per annum. The acceptance by Delta of
any late payments or partial payments shall not constitute a waiver of this provision.
Examination of Books and Records.
Delta may examine the financial records of Employer reasonably related to
the administration of this Agreement, upon reasonable notice, as often as
DeRa deems appropriate, to determine whether Employer has sufficient
mounts on deposit to ensure payment of Claims and Administrative Fee.
Employer or its authorized representative may examine or audit Delia's
records reasonably related to Delta's discharge of Employer's liability to
pay Claims. Such examination shall be conducted during regular business
hours, upon reasonable advance written notice. Records subject to
examination shall include case listings, third-party explanations of dental
benefits, eligibility records, claims history, and coordination ofbanefits
procedures. The examination period may cover the cnvzent Contract Period
and the two years previous only. Upon completion of the examination,
Employer shall share its examination findings with Delta and conduct an
exit conference with Delta.
It is agreed that disclosure of any information under this paragraph to
Employer or Delta has been made in reliance upon the other party's
representation that such information shall be used by it for the sole and
exclusive purpose of examining or auditing information related to the
aclrnlnislxation of the dental plan. Such information shall not be disclosed
or otherwise made available to any person or organization not directly
involved in the examination or audit and Delta and Employer shall
implement whatever reasonable safeguards are necessary to ensure that
such information remains confidential, subject to the Iowa Public Records
Act, Iowa Code chapter 22.
Change of Agreement.
Delta will prdvide Employer ninety (90) days prior writtan notice of any
amendment or term/nation under this paragraph.
Changes to this Administrative Services and Financial Agreement or
Benefits Certificate(s) will be effective only when the written amendment
has been signed by authorized representatives of Delta and the Employer.
Liabilities of the Parties.
Employer has the liability for all Claims payments for its Members. Delta
has no liability for Claims if Employer fails to pay or reimburse Delta in
accordance with this Agreement.
Employer agrees to hold harmless and indemnify Delta or any of its
directors, officers, or employees for any and all loss, liability, damage,
expense, or other cost or obligation, including reasonable attorneys' fees,
resulting from and arising out of claims, demands, or tawsnlts brought
against Delta by Members, or other persons by reason of the performance
or nonperformance of Employer's responsibilities under this Agreement, or
in connection with benefits or coverage information disclosed at
Employer's request or disclosed during an examination or audit of books
and records, provided the directors, officers, or employees of Delta shall
have performed their duties with ordinary care and such directors, offi~rs~
or employees of Deha shall not be liable for any mistake ofjudgemeut or
other action taken in good faith.
Delta has made a good faith determination of what the premium tax
l/ability shall be under this Agreement based upon Iowa Code Chapter 432.
If the governmental authority responsible for collecting such taxes
determines that additional taxes should have been assessed for the charges
collected by Delta under this Agreeraent, the Employer agrees to
indemnify Delta for such liability.
Delta agrees to hold hamaless and indemnify Employer or any of its
directors, officers, or employees for any and all loss, liability, damage,
expense, or other cost or obligation, including reasonable attorneys' fees,
resulting fi'om and arising out of claims, demands, or lawsuits brought
against Employer by masons of Delta's failure to perform its
responsibilities under this Agreement (or policy).
Use of Trademarks. Delta and Employer reserve the rig~tt to control the use of
their respective corporate names and any other respective symbols, assumed names,
trademarks, and service marks, presently existing or subsequently established.
Delta and Employer agree not to use the corporate name, symbol, assumed names,
trademarks, or service marks of the other in advertising, promotional material, or
otherwise without the prior written consent of the other. Any previously approved
usage will cease immediately upon the termination of this Agreement and any
materials using such names or marks are the property of the appropriate namesake
and will be returned to the appropriate property owner upon request or at the
termination of this Agreement.
Term and Termination.
Term and Notice of Termination. This Agreement shall become
effective on the date defined on the Schedule of Fees and shall continue in
force for the time period defined in the Schedule of Fees. However, either
party may terminate this Agreement at any time by giving written notice of
termination delivered to the other party at least sixty (60) days in advance
of the effective date of termination.
Renewal Terms. ~ltte parties may agree to renew the Agreement for
successive Contract Periods as defined in the Schedule of Fees. Delta may
change Administrative Fee, stop loss premiums and other financial factors
upon renewal.
Immediate Termination. Delta may terminate this Agreement at any
time without notice if Employer fails to make timely and complete
payments in accordance with this Agreement, or Delta determines that the
Employer has inadequate funds to make payments required by this
Agreement. Delta may terminate the Agreement retroactively to the last
day of the month for which Employer made full payment. Eraployer is
solely responsible for notifying its Subscribers of the termination of th/s
Agreement for nonpayment or for any other reason.
10.
11.
12.
13.
14.
15.
Effects of Termination. IfDeIta terminates tiffs Agreement for
nonpayment by the Employer, Delta will not pay any Claims beyond the
effective date of the termination regardless of when the services were
received.
Any liability of either party to the other for amounts owed or owing, or for
indemnification for premium taxes under this Agreement shall not be extfmgnished
by the termination of this Agreement.
Termination and Claims Payments. If, following termmatiun of this Agreement
for reasons other than Employer's nonpayment, Cla/ms for the most recent Con0:act
Period are submitted to Delta for payment in the period specified in the Benefits
Certificate(s) for timely f'thng of claims, Delta will pay claims in accordance with
this Agreement and bill Employer in accordance with the procedures set forth in
paragraph 4 above.
Force Majeure. The parties to this Agreement shall be excused fi.om performance
under this Agreement for any period during which they are prevented from
performing any responsibilities under this Agreement, in whole or in part, as a result
of an Act of God, war, civil disturbance, court order, labor dispute, or other cause
beyond its reasonable control and such nonperformance shall not be grounds for
termination or default.
Complete Agreement. The parties agree that this Agreement, including all Benefit
Certificate(s), Schedule of Fees, Amendments, Group Application for Coverage,
and the Subscribers' names and/or applications for coverage constitutes the
"Complete Agreement" between the parties and supersedes all related discussions
and communications between the parties. All statements made by the employer to
the Employee or statements made by the Employee or his/her family members to
their dentist concerning what is covered in the Complete Agreement is deemed to be
a representation and not a Warranty. No statement by the Employer, Employee, or
members of the Employee's family concerning matters allegedly covered in the
Complete Agreement shall be relied upon by the Employee's dental provider
without verifying that the coverage is set forth hi the Complete Agreement.
Governing Law. To the extent not superseded by the laws of the United States,
this Agreement shall be construed in accordance with the laws of the State of Iowa.
Any action in regaxd to this Agreement or arising out of the terms of this Agreement
shall be instituted and litigated in the state or federal courts located in the State of
Iowa and no other.
Notices and Communication. Delta shall be entitled to rely upon any
commumcation or notice from the Employer to Delta in connection with this
Agreement to be genuine, truthful, and accurate, and to have been authorized,
signed, or issued by an officer or agent of Employer empowered to make such
repmsentafiun on behalf of the Employer.
Delta shall secure and maintain during the term of this Agreement insurance
coverage as set forth on the attached schedule and shall cause the City of Dubuque,
Iowa, to be listed as an additional insured on said Delta insurance coverage.
The mailing of written notices or other communications by regular U.S. Mail,
postage prepaid, shall be deemed sufficient service for the purpose of this
Agreement if addressed to the last address furnished in writing.
Notice to Delta Dental Plan of Iowa may be addressed:
Delta Dental Plan of Iowa
2401 SE Tones Dr., Suite 13
Ankeny, IA 50021
And until another address is furnished in writing, notice to Employer may be
addressed:
City of Dubuque
City Hall- 50 West Thirteenth S~:eet
Dubuque, Iowa 5200 t -4864
IN WITNESS WHEREOF, the parties have executed this Agreement, in duplicate
counterparts, each counterpart being deemed as original, on the date stated below.
Employer
By
Title City Manager
Date
Delta Den~f Iowa
Title President and CEO
Date i/
Date
SCHEDULE OF FEES
Employer/Plan Sponsor Full Legal Name and Address
City of Dubuque
City Hail - 50 West Thirteenth Street
Dubuque, IA 52001-4864
Contract Period
Originai Effective Date of Funding Arrangement
Schedule Date 7/1/00
Contract Period to Which this Schedule is Applicable
Begins 7/1/00 and Ends
7/1/89
6/30/01
Claims Eligible for Payment 1. [] Incurred means Claims with dates of service within the Contract Period
2. [] "Paid" means all Claims regardless of Incurred Date
Fixed Fees Aggregate Total
Administrative Stop Loss Fixed
Fee Premium Fees
Single $2.53 $0.00 $2.53
Family $2.53 $0.00 $2.53
Aggregate Stop Loss Coverage
Aggregate Attachment Point is N/A of projected Claims Paid.
Aggregate Attachment Point
Single N/A
Family N/A
Losses Eligible for Reimbursement
t. [~ "12/12" means the Losses were Incurred and Paid within the Contract Period
2. [~ "Paid" means the Losses were Paid within the Contract Period. Losses must
have been incurred on or after the effective date of the Agreement.
3. ~ "12/18" means the Losses were Incurred and Paid within that same Contract
Period or within the six months following the end of the Contract Period.
4. ~ Not Applicable
Weekly Transfer Amount Weekly Actuai
Holmes Murphy & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
I HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
[ ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
P.O. Box 9207 COMPANIES AFFORDING COVERAGE
Des Moines, IA 50306-9207 COMP^~¥
A Chubb Group
COMPANY
Delta Dental Plan of Iowa 8 AIG/lllinois National
2401 SE Tones Drive, #1 3 COM.A~Y
Ankeny IA 50021 C
COMPANY
D
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ~SSUED TO THE iNSURED NAMED ABOVE FOR THE ROUCY PERIOD
INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDFrlON OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE iSSUED OR MAY PERTAIN, THE ~NSURANCE AFFORDED aY THE POUCIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION;
35357170 1/01/01 1/01/02 GENERAL,AGGREGATE I $ 2000000
35357170
OTHER THAN UMBRELLA FORM
7976O138
A WORKERS COMPENSATION AND
EMPLOYERS' LIAB[UTy
6 OTHER
Professional
L~abi[ity
71646107
002789281
1/01/01
1/O1/01
1/01/01
~ PERSONAL & ADV INJURY J $ 1000000
rFIRE DAMAGE {Any one fire)
1/01/02
BODILY INJURY
BODILY INJURY
I101102
1101102
1101102
OTHER THAN AUTO ONLY:
EACH ACCIDENT
lO00000
1000000
10000
lO00000
TORY LIMITS i ER I
Limit: $3,000,000
100000
500000
lO0000
Additional Insured (GL): Ciw of Dubuque, Iowa
City of Dubuque
Attn: Randy Peck
50 West 13th Street
Dubuque, IA 52001 ~o
INSURANCE SCHEDULE
INSURANCE REQUIREMENTS FOR PROFESSIONAL SERVICES
Any policy of insurance or certificate of insurance required hereunder shall
be with a carrier authorized to do business in Iowa and a carrier that has
received a rating of A or better in the current Best's Rating Guide.
Any policy of insurance required hereunder shall provide for a thirty (30) day
notice to the City of any material change or cancellation of the policy prior to
its expiration date.
shall have its insurance agent or company
certify in writing that any policy of insurance required herein with an
aggregate limit of liability has not been reduced by paid or reserved claims at
the time of issuance of policy or certificate.
shall furnish copies of the following policies to
the City, with limits not less than the following, or greater if required by law.
COMMERCIAL GENERAL LIABIUT~:
General Aggregate limit
Products-Completed Operation Aggregate Limit
Personal and Advertising Injury limit
Each Occurrence limit
· Fire Damage Limit (any one occurrence)
Medical Payments
$2,000,000
$1,000,000
$1,000,000
$1,000,000
$ 50,000
$ 5,000
OR
Combined Single Umit
Medical Payments
$2,000,000
5,000
Umbrella or Excess Liability*
Coverage is to include: occurrence form, premises/operations/products/completed
operations coverage, independent contractors' coverage, contractual liability, broad
form property damage, personal injury, City of Dubuque named as an additional
insured with thirty (30) days written notice of change or cancellation.
PROFESSIONAL LIABILITY STATENIENT:
shall furnish a certificate of insurance showing
professional liability limits with limits of not less than $1,000,000 during the term
of the project.
*To be determined on a case-by-case basis.