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DESCRIPTION OF SERVICES EFFECTIVE PLAN MANAGEMENT, INC. geographical locations of participating employees; . Provide a complete report of bids with recommendations that are calculated in a fair, impartial, objective and reasonably easy to understand manner. Provide logic and criteria used to determine results and conclusions for recommendations. Be prepared to answer questions about the report and information provided. PHASE III SERVICES . Provide adoption pfocess guidelines that includes transition plans for change from current insurer or administrator, compliance with the Texas statutes regarding replacement of coverage where ERISA preemption does not exist, meticulous examination of all documents issued and procedures established to determine that they are in compliance with specifications and agreements; . Following plan adoption and after 3 or 4 months of plan operation, provide audit of exposures, expenses and paid losses to measure accuracy of record keeping and actual charges to the plan are consistent with those quoted; . Provide continued monitoring of plan losses as compared to expected and administrative performance the administrator contractually agreed to provide. Assist in the immediate resolution of problems by providing guidance for instituting corrective action; . Provide year-end review of insurance companies and/or administrator's performance, losses and proposals for renewal for the forthcoming year. Provide guidance for plan modifications, reasonableness of proposed renewal actions, negotiate renewal to ensure acceptable terms are achieved, assist in the drafting or redrafting of plan documents and summary plan descriptions and/or conduct a thorough examination of documents provided by the insurer or administrator; . Provide consulting services throughout the year, on an as needed basis, to answer questions on state and federal compliance related issues. COPdescofsvcslOll04 - 2-