Best Practices
This should always be included in the subject line of an email to TJ?
The client name
What is our standard LoL?
Amount equivalent to twelve (12) months of Fees paid by Sponsoring Organization in the period prior to the event giving rise to the claim.
Do you need approval to deviate from a 36 month term to a 12 month term
but try for 36 months as a standard, actually yes – if gm > 50%, ok for 24 months, otherwise SM approval
What is the difference between a direct eligible user and indirect eligible user?
Direct = employee or other sponsored member. Indirect = household member or family member of direct eligible user
Explain when you need to complete the non territorial exhibit
When there are EEs that reside outside the jurisdiction that’s been named ie jurisdiction = US, EE based in Japan or Canada.
Where can i find a copy of a client's signed contract?
Salesforce
Do our standard contracts allow for termination for convenience?
Not during the initial term. After an initial term, 90 days written notification required for term for convenience.
Who can approve getting Symphoni set up before the contract has been signed
Ken Dyer (with Stratton’s blessing first)
What does EOC stand for as it pertains to Knox Keene and what does the sponsoring organization need to do with it?
Evidence of Coverage and send or post/publish annually to employees working or residing in California
If a client sends you an Information Security questionnaire, where do you direct that request?
soc@lifeworks.com
How long does TJ need to review anything from sales (question, contract, etc)?
It depends - please always provide a reasonable turn around time in your request for assistance.
Do we allow redlining of contracts under 50k in annual contract value?
No
Fill in the blank and tell me who can approve a deviation term “All fees shall be paid to LW within 30 days of the _ _ _ _ of an invoice”
Date and Grier (CFO) with Stratton’s approval first all requests need to go from SM to NK to Grier
What does SLA stand for and what do you do if a client requests to include SLAs in their contract?
Service level agreement and email Malynne’s team at LifeWorks Performance Guarantee Request LifeWorksPGRequest@lifeworks.com
On the order form, when would you select/check off “value add hours”
When you have included Learning, CISD, WSP in the PEPM rate
What should you always include when asking a question about a specific provision?
A copy of the contract attached to the email
Sponsoring Organization agrees not to reduce its Direct Eligible Users by more than XX percent (X%) in any month except as otherwise agreed by the Parties.
5%
Who approves pricing that falls below a 50% CM
Krishna with Stratton’s approval first. Always aim for 50% +
What State do we reference in our Applicable Law provision and is there flexibility on this if the client pushes back?
Delaware and yes, we can include IL or NY as an alternative
Customer x has sent over their DPA for our review, who do I send that to?
You propose our DPA back as it will be more applicable to our relationship to the data
What should be your 1st step when you receive redlines from a prospect/client?
Go through the client questions/comments and address any business related questions first, then send to TH for review of anything that requires legal review.
Describe our standard renewal terms?
This Agreement shall automatically renew for successive one-year periods (“Renewal Term”) unless either Party delivers to the other, at least ninety (90) days prior to the end of the Initial Term or the applicable Renewal Term (collectively referred to as the “Term”), written notice of the Party’s intention not to renew the Agreement (“Non-Renewal”).
Who approves removing COLA on a new client contract
Ken Dyer with Stratton’s approval first actually, if gm <50% then Krishna, otherwise Stratton
Where should sales input the # of California lives
In the contract AND salesforce
When do we execute a BAA with a client?
We don't without much scrutiny and many conversations between TJ and their legal