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File #: 22-109    Version: 1 Name: Lifeworks (formally Morneau Shepell) Contact Report
Type: Action Report Status: Signed
File created: 12/21/2021 In control: County Clerk
On agenda: Final action: 2/25/2022
Title: From the Director of Benefits, Department of Human Resources, requesting authorization to encumber additional funds for 2021 services with Lifeworks (US) LTD. for benefit services where the invoices were greater than estimated Benefits Administration Software Services for part of the ongoing 2020 to 2023 extended term.
Attachments: 1. 22-109 REPORT, 2. 22-109 RESOLUTION, 3. 22-109 FISCAL NOTE, 4. 22-109 COUNTY BOARD RESOLUTION, 5. 22-109 SIGNATURE PAGE, 6. 22-109 SIGNATURE PAGE Pt 2
Related files: 20-286, 18-55, 17-538, 15-657, 22-1130, 23-258

Title

From the Director of Benefits, Department of Human Resources, requesting authorization to encumber additional funds for 2021 services with Lifeworks (US) LTD. for benefit services where the invoices were greater than estimated Benefits Administration Software Services for part of the ongoing 2020 to 2023 extended term.

 

Body

Issue/Background

 

Milwaukee County’s current contract with Lifeworks (US) LTD. (previously Morneau Shepell, Limited) has a term from January 1, 2020 through December 31st, 2023.   Lifeworks (US) LTD. combination of administrative costs ease of use provide the optimal financial performance available to Milwaukee County.

                     

 Lifeworks (US) LTD. provide the efficient, high-quality system access options that Milwaukee County’s active employees and retirees have gotten use to and provides benefits administration software services under a 2020 to 2023 extended Agreement for Products and Services.

 

Requested Board Action

Authorization for the Director of Employee Benefits, Department of Human Resources to encumber additional funds to cover services already rendered in 2021 by Lifeworks (US) LTD. for active employees and retirees; and the Office of the Comptroller and the Department of Strategy, Budget, and Performance are authorized to transfer appropriations of $36,000 from Org. 1945 Appropriation for Contingency (Account 78950 Appropriation for Contingency) to Org. 1921 Human Resources and Payroll System (Account 60003 Data Processing - Benefits).