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COMMISSIONERS' COURT AGENDA REQUEST
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PLEASE FURNISH ONE ORIGINAL AND TEN COPIES OF THIS
REOUEST AND DOCUMENTS TO BE REVIEWED BY THE COURT.
MADE BY: H.A. "Buster" Baldwi~~ OFFICE: Commissioner, Pct. 1
MEETING DATE: October 11, 2005 TIME PREFERRED:
SUBJECT: Consider, discuss and take appropriate action to authorize County Treasurer
to prepaze a bid package of Employee Health Benefits for provision of Insurance Agent/
Services.
EXECUTIVE SESSION REQUESTED: (PLEASE STATE REASON)
NAME OF PERSON ADDRESSING THE COURT: Commissioner, Pct. 1
ESTIMATED LENGTH OF PRESENTATION:
IF PERSONNEL MATTER -NAME OF EMPLOYEE:
Time for submitting this request for Court to assure that the matter is posted in
accordance with Title 5, Chapter 551 and 552, Government Code, is as follows:
THIS REQUEST RECEIVED BY:
THIS REQUEST RECEIVED ON:
All Agenda Requests will be screened by the County Judge's Office to determine if adequate
information has been prepared for the Court's formal consideration and action at time of Court
Meetings. Your cooperation will be appreciated and contribute towazds you request being
addressed at the earliest opportunity. See Agenda Request Rules Adopted by Commissioners'
Court.
Meeting scheduled for Mondays:
5:00 P.M. previous Tuesday.

5 PEE °A ~ Kerr County Treasurer's Office
MEMORANDUM
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TO: Commissioner Baldwin
FROM: Judy Carr / /~
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DATE: August 30, 2005
REF: Insurance Agent
Pursuant to your request, the Treasurer's Office has compiled a list of requirements for the Kerr
County Insurance Agent
1) Handle all open enrollments.
2) *Handle all "new hire" enrollments.
3) *Administer COBRA.
4) *Administer HIIPA.
5) *Available to answer the employee's insurance questions on a daily basis.
*These necessities are not currently provided.
New hire enrollments: Treasurer's Office is handling the insurance enrollment with all new
employees. The employee is given the insurance booklet and the directory. The basic differences
between the two insurance plans are explained. The employee is given the "temporary" insurance
sheet along with a sheet showing Don Wallace & Associates and Jaime Ochoa' phone numbers. The
employee is encouraged to call Don Wallace & Associates regarding any questions. (It is my
understanding that Gloria Marines is handling the new hire enrollments at the Juvenile Detention
Facility.)
Administer COBRA: Treasurer's Office and the Juvenile Detention Facility are providing the
COBRA paperwork, cost of the insurance, and general information.
Administer HIIPA: Treasurer's Office is handling all HIIPA related cases.
Answer questions: Treasurer's Office is handling all insurance questions/concerns whenever
possible. If the office cannot answer the questions/concerns, the inquiries are emailed to Michelle
Burnett with Wallace & Associates.
A list of common questions/concerns:
1. They say I'm not in the system.
2. I don't know what Plan I'm on and how it works.
3. I haven't received my insurance card; I haven't receive my Benny card
4. How does the Benny cazd work? My Benny cazd doesn't work.
5. Can I take my dependents off my insurance?
6. My son has graduated from college; how long can I keep him on my insurance?
7. How does the deductible work?
8. How do I get reimbursed?
9. I've called Wallace & Associates; they never return my calls.
10. I can't use Family Practice; they won't take the Benny card.
For examples, copies of a-mails aze attached that have been sent to Michelle Burnett and/or Jaime
Ochoa.
Page Two
Notes of interest:
I) After the open enrollment, Wallace & Associates took all the paperwork with them, sent it to
Mutual of Omaha, and did not keep copies for their files. Only later, when they finally saw a
need, they started making copies. I send all new hire enrollments directly to Mutual of Omaha;
Wallace 8c Associates do not have copies of these either. (This is why they have to email or call
our office to get employee information, i.e., dates of birth, social security numbers, etc., because
they do not have copies of the enrollments.)
2) During a meeting with Don Wallace and Jaime Ochoa, I attempted to give Don Wallace the
Beneficiary Forms. Don said to keep them here.
3) Our office does not know the name of the "agent" Don Wallace hired to "help" us locally.