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RESPONSE - RFP - 7677 EMPLOYEE ASSISTANCE PROGRAM
PROPOSAL FOR City of Fort Collins, Colorado GuidanceResources® DATE August 18, 2014 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. None of the information set forth herein may be reproduced or distributed in any form or by any means without the prior written permission of ComPsych Corporation. i Contact Information SUBMITTED BY: ComPsych® Corporation NBC Tower 455 North Cityfront Plaza Drive Chicago, IL 60611 312-595-4000 www.compsych.com PRIMARY CONTACT: Dennis J. Lisauskas Business Development Executive 312-660-1075 dlisauskas@compsych.com Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. None of the information set forth herein may be reproduced or distributed in any form or by any means without the prior written permission of ComPsych Corporation. ii Table of Contents The City of Fort Collins’ Program Need 1 The GuidanceResources® Solution 1 The ComPsych Experience 2 Guiding Employees to the Right Resources 6 Expert Management Consultation 6 Management Referrals 6 FMLASource 11 HealthChampion 11 ComPsych Legal Comment to the City of Fort Collins Contract 16 Appendix Items Geographic Accessibility Report 1 Network Clinician Listing 2 Sample Reports 3 Training Topics 4 Sample Communications 5 Executive Coaching Overview 6 GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 1 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Executive Summary The City of Fort Collins’ Program Need The City of Fort Collins’ (“City”) goals are to keep morale high, attract and retain valuable employees, and increase productivity. However, employees’ problems at home or at work can undermine the achievement of those goals. Problems include: > The challenge to balance personal and professional lives > The struggle to find convenient and reliable day care and elder care options > Conflict with a spouse/partner, adolescent, or co-workers > Managers/supervisors’ need for support before addressing issues > Unexpected tragedies in the workplace or greater community > Personal legal and financial issues The City’s employee assistance program (EAP) and work-life services must provide support and resources to help employees and their families resolve personal issues, while equipping management with the tools to create a positive work environment. The City is seeking a vendor to provide the following primary services: > Eight session EAP counseling to address personal issues such as relationship struggles, substance abuse, parenting challenges and grief > Comprehensive online offering to increase employees’ comfort with the program and provide information on a variety of topics > Legal information and referrals for situations requiring expertise in family law, estate planning, landlord/tenant relations, consumer, civil and others > Financial information to assist with concerns such as household budgeting, as well as short- and long-term planning > Follow-up measures to ensure efficacy and quality of the employee’s/family member’s experience The GuidanceResources® Solution ComPsych’s GuidanceResources comprises cutting-edge employee benefits: GuidanceResources stands apart by comprehensively supporting employees across the broad spectrum of life’s issues. We pioneered our unique brand, GuidanceResources, to seamlessly integrate employee assistance, behavioral health, wellness, work-life, crisis intervention and absence management services into a single solution that helps employees lead healthier and more productive lives. Demonstrated Success Founded in 1984, ComPsych is the world’s largest provider of employee assistance programs (EAP) and is the pioneer and worldwide leader of fully integrated EAP, behavioral health, wellness, work-life, HR, FMLA and absence management services under its GuidanceResources brand. We serve 23,000 organizations, covering more than 62 million individuals throughout the United States and more than 120 countries. Our customers range from the Fortune 500 to smaller public and private concerns, as well as government entities and Taft-Hartley groups. Experience with Government Employees ComPsych understands the workplace demands and psychosocial issues that City employees face, as well as challenges confronting public sector THE COMPSYCH MISSION ComPsych’s mission is to embrace the challenges of today’s workplace with a dynamic vision of the future. By providing organizations with cutting-edge solutions that attract and retain employees as well as improve employee productivity and performance, ComPsych offers significant cost savings and improved organizational efficiency. Through constant innovation, relentless commitment to quality, GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 2 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Executive Summary organizations, such as budget constraints and public safety concerns. Our current government customers in Colorado include Larimer County and the City of Aurora, who have been with ComPsych since 2012 and 2013, respectively. ComPsych’s clinical and work-life professionals understand the pressures inherent in the public sector – the realities and uncertainties of funding available at the local, state, and federal levels, as well as the demanding but rewarding job of serving the public. We know from serving these populations that the need to support them in their increasingly complex roles is paramount. Support for Veterans Administration During Government Shutdown During the federal government shutdown (October 2013), government agencies faced the monumental task of preparing workers for the possibility of a furlough. Knowing that employees had immediate concerns about losing pay for an undetermined period of time, ComPsych proactively reached out to affected customers by providing a Government Shutdown Resource Guide. We also provided resources, including HelpSheets, on GuidanceResources Online so employees could access them from their homes. These resources were placed prominently on the home page of the site, similarly to how we place information of high importance such as weather emergencies and natural disasters. ComPsych supported internal efforts of a local VA Agency in Florida to help prepare employees for a potential furlough. We arranged for a financial expert to attend an event organized by the agency. This expert provided immediate and practical assistance to help employees prepare a budget, write letters to credit card companies, complete loan applications, and address other financial matters. The ComPsych Experience In an industry where everyone appears the same on the outside, ComPsych’s biggest differentiator comes from the inside—in the spirit of how we do business. Our staff exhibits our guiding principles, providing our customers with the ComPsych experience of: > A passion for and dedication to our customers and our work that is second to none > A build-to-suit approach of innovative, cutting-edge programs uniquely designed for each customer > A service orientation to always over-deliver on customer expectations > Impeccable integrity—demonstrated by our conduct in and out of the office > Demonstrated superior quality and value that forge long-term service relationships with our customers ComPsych employees believe in what we do and are committed to delivering the highest quality of services to the City. Diverse Government Base > Arizona Department of Administration > Boulder Valley School District > Camden County Health Services Center > Chesterfield County and Chesterfield County Public Schools, Virginia > City of Aurora, Colorado > City of Houston, Texas > Clear Creek Independent School District > City of Charleston, South Carolina > City of Mesa, Arizona > City of St. Petersburg, Florida GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 3 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements 1. Explanation of firm’s philosophy toward the role of EAP’s. ComPsych’s philosophy is that well-promoted and conveniently accessible employee assistance, work-life support, and wellness services provide the best results and value for employee productivity and well- being. Our practice philosophy emphasizes early intervention—upstream of problems—and we promote our services to address issues before they escalate into severe problems, such as psychiatric and chemical dependency problems. We work closely with our customers to create a build-to-suit program to both meet their needs and reflect their corporate goals. 2. Qualifications of your firm and years of experience administering EAP’s. Founded in 1984, ComPsych is the world’s largest provider of employee assistance programs (EAP) and is the pioneer and worldwide leader of fully integrated EAP, behavioral health, wellness, work-life, HR, FMLA and absence management services under its GuidanceResources® brand. We serve 23,000 organizations, covering more than 62 million individuals throughout the United States and more than 120 countries. Our customers range from the Fortune 500 to smaller public and private concerns, as well as government entities and Taft-Hartley groups. 3. Number of clinicians available and qualifications/areas of expertise of the personnel proposed to perform the work. Provide a Geographical Report that shows the percentage of employees that have access to one of your providers within 5 miles/10 miles/20 miles or over. ComPsych has more than 46,500 domestic clinicians. Please see our geographic accessibility report for the City’s employees in Appendix 1. Our credentialing process includes reviewing malpractice claims, pending legal cases, license actions, and sanctions by Medicare or Medicaid. In addition, we verify that our network providers, GuidanceExperts, have expertise in specialties essential to EAP, such as critical incident support and management referrals. To be admitted to our network, a GuidanceExpert must possess the following minimum criteria: > A master’s degree in a behavioral health-related field and a doctorate for psychologists > A license to practice in the state at the highest level of independent license granted by the state licensing board > Three years of post-graduate experience > Malpractice insurance ($1 million per occurrence/$3 million aggregate) > Advanced education in a related specialization—for example, substance abuse, children or eating disorders > Willingness to participate in ComPsych’s quality oversight and assurance programs Biannual Re-credentialing ComPsych’s network services department re-credentials all GuidanceExperts every two years, exceeding the requirement of the National Committee for Quality Assurance to re-credential every three years. Through this process, we: > Verify current license and certificate of insurance > Examine any malpractice claims or licensure actions GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 4 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements > Analyze clinical care reviewer documentation from quality oversight activities > Review composite individual satisfaction survey and performance review results Once our network services specialists have performed these tasks, our credentialing committee will meet monthly to review all candidates for re-credentialing or inclusion into our network. The committee comprises directors of network, clinical and GuidanceResources services; ComPsych’s medical director; and privacy and clinical managers. Please refer to the attached GEO report which shows 100 percent network coverage for the City’s employees. 4. A list of Larimer County clinicians within your network. Please refer to a list of our network clinicians in Appendix 2. 5. Guaranteed maximum length of response time for a call back to an employee. Our master’s-level intake GuidanceConsultants answer all calls live 24 hours a day, seven days a week, so call-backs do not apply. We do not utilize IVR. 6. What is the amount of time for follow-up with employees and their dependents who have utilized the EAP? Our master’s-level intake GuidanceConsultants answer all calls live 24 hours a day, seven days a week, so call-backs do not apply. We do not utilize IVR. 7. Guaranteed maximum length of wait for appointment for emergency and non-emergency situations. Within how many days will an appointment be scheduled for a non-crisis situation? ComPsych believes in-person care is valuable, which is why we refer callers to in-person sessions. For routine matters, individuals can schedule an appointment in an average of three days. These routine face-to-face appointments are available six days a week. If employees have an urgent request, we will provide care through a referral to a GuidanceExpert within 48 hours. During emergency calls, ComPsych’s GuidanceConsultants use their crisis intervention skills to implement crisis protocols immediately. They coordinate face-to-face services with a hospital emergency room or an EAP GuidanceExpert. ComPsych’s staff telephone counselors can assist if employees need counseling, but cannot or do not want to schedule a face-to-face visit because of their schedules, a lack of child care or transportation, or an illness or injury. Telephone counseling involves the same procedures as in-person counseling, including assessment and treatment. GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 5 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements 8. Information provided in quarterly usage/utilization reports. Provide us with examples of usage/utilization reports. Please include three (3) years of Employee Utilization Reports as exhibits to the proposal. The City will receive reports including data on utilization and presenting issues, with metrics. ComPsych’s reports contain the following information: > All services requested > Organizational trends > Demographic data > Utilization trends > Intervention and promotion strategies > Recommendations for program direction The City will also receive a narrative analysis with each utilization report that discusses trends, comparisons to our book of business, and suggestions for future initiatives. As a result, the City can measure effectiveness of communication efforts and understand how to best help its employees. Our reports will support the City’s efforts to gain the most value from its benefits investment. We include sample reports in Appendix 3. 9. Experience with public entities. As the EAP provider for more than 750 government federal, state and local entities, ComPsych understands the workplace demands and issues that public sector employees face. Our clinical and work- life professionals understand the pressures inherent in public safety and public education, the realities and uncertainties of funding available at the local, state, and federal levels, and the demands and rewards of serving the public. Our federal government customers include the Internal Revenue Service; the Department of Homeland Security; the Federal Reserve Banks of Atlanta, New York, and St. Louis; and the Library of Congress, to name a few. ComPsych also provides EAP services for the States of Arkansas, Arizona, Idaho, Kansas, Missouri, and Nevada; the Counties of Durham, Larimer, Lee, and Orange (Florida); and the cities of Durham, Mesa, and St. Petersburg. 10. Approach to customer service. (For example: Who receives the initial phone call and how is it processed? If working with a supervisor, does the supervisor call the EAP office or the therapist directly?) All City employees (including supervisors and managers) and their family members can contact ComPsych with issues regarding behavioral and emotional health, family, legal, financial, wellness, or other personal matters 24 hours a day, seven days a week, via our toll-free line, email, and chat feature on GuidanceResources Online. We will conduct an issues assessment and direct the caller to the appropriate ComPsych GuidanceExpertSM—behavioral health specialist, attorney or financial professional in our ComPsych GuidanceExpert Network for further assistance—all through a single point of contact. GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 6 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements Employees always reach our master’s-level intake clinicians, called GuidanceConsultants, never an answering service or an automated menu system. GuidanceConsultants listen to City employees’ issues, assess their needs, and refer them to specialists to resolve their issues. Guiding Employees to the Right Resources Because most callers have not previously contacted an EAP service, our services go beyond intake and triage. We take the necessary time to educate callers on ComPsych’s services. We engage them in the program, increase their comfort with our services, and encourage program utilization. As GuidanceConsultants talk to individuals, they will document details such as the following: > Presenting problem, symptoms and family history > Risk—individuals’ thoughts of hurting themselves or others including plans, actions, history, potential victim > Alcohol/substance abuse—drug of choice, amount of use, use frequency, date of onset, date of last use, treatment history > Domestic violence—the most recent occurrence, the frequency and history, medical attention needed currently or in the past, police or legal involvement currently or in the past, safety plan > Current treatment—level of care, facility name and address, therapist name and phone number, medication and dosage > Psychiatric treatment history > Work or school-related issues—performance, attendance, peer relationships, unprofessional behavior, workplace violence ComPsych believes in-person care is valuable, which is why we refer callers to face-to-face counselling sessions. Expert Management Consultation If the City needs support for an employee issue, a ComPsych HR specialist can provide it, working from extensive knowledge of and experience with workplace regulations and best practices. ComPsych offers expertise with issues like substance abuse, compliance with the Americans with Disabilities Act and other government regulations, workplace violence, and organizational re-engineering. Our services to the City will reflect its HR policies and procedures. Management Referrals When the City needs to refer employees to the EAP, ComPsych’s formal referral specialists will assist managers or HR professionals throughout the process. Referrals can be either voluntary or formal: > Voluntary referrals—an employee comes to his or her manager with an issue or a manager identifies an issue during initial discussions regarding performance and discipline. The manager reminds the employee that the EAP can assist him or her, and the employee’s use of the EAP is optional. > Formal referrals—a manager directs the employee to use EAP services after informing him or her that performance or behavior issues are hindering productivity or a policy such as drug-free workplace has been violated. Managers formally refer employees after taking disciplinary steps. We recommend that before meeting with the employee to make a formal referral, the HR manager and the manager contact the EAP. We will discuss the referral process, provide a consent form for release of information and agree to a timetable for informing HR of the employee’s attendance, progress and GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 7 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements compliance with the treatment plan. Because of the need for confidentiality, we do not disclose clinical and/or personal information. 11. Training programs available and general topics. We are committed to informing employees about the GuidanceResources program so that they will use and benefit from the program. To support this goal, our quoted rates include 20 training hours per contract year. Our average satisfaction rating for these training sessions is high: 4.5 out of 5. The City can use its training hours by mixing and matching the following types: > Employee orientation > Manager/supervisor orientation > Personal development workshops: behavioral wellness seminars, brown bags or lunch and learns > Health and enrollment fairs During implementation, we will discuss specific training requirements and build a program to suit your needs. Orientation Sessions ComPsych offers separate sessions for employees and management, since each group may interact differently with our service. Employee sessions focus on program benefits and features, while management orientations include how our referral processes work and how the EAP complements management strategies. These orientation sessions can be adapted to a wide variety of audiences. The 30-minute employee orientation sessions cover topics such as: > Program history, background and purpose > Access to the benefit > Employer-specific services > Reminder that there is no cost to employees and their family members > Issues that can be addressed by GuidanceResources and work-life services > Assurance of program confidentiality Managers and supervisor orientation sessions discuss how to use the EAP to support employees and maximize their productivity. ComPsych’s program helps managers identify troubled employees and encourage them to seek help. The one-hour sessions cover topics such as: > Types of issues and problems addressed by GuidanceResources > Issues that can affect productivity and advice on focusing on behavior and performance instead of personal issues > Process for accessing critical incident response services > Formal versus voluntary referrals and advice on making a timely, tactful referral We supplement this training with guides for managers and supervisors, which cover topics such as organizational benefits, the manager’s role in the EAP, referral methods and steps to effective management performance. We will provide City managers and supervisors with an electronic copy of these training manuals. GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 8 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements Workshops for Behavioral Wellness and Personal Development Once orientation sessions lay the foundation, the City can use personal development workshops and behavioral wellness seminars to add depth and interest to our GuidanceResources services. ComPsych offers training to help employees manage daily challenges including managing emotions in the workplace and balancing work and life responsibilities and goals. More than 100 topics are available. We include a complete topic list in Appendix 4. Participation in Health and Enrollment Fairs Many customers organize health fairs, which bring together benefit providers to introduce their services to employees. Upon request, ComPsych will support such fairs. Our goal is to raise awareness of the GuidanceResources program and make a positive impression on City employees. Professional Facilitators Conduct Training All ComPsych training content is written by professional trainers who hold advanced degrees in communications, adult learning, training and development or organizational behavior. The topics are designed to accommodate all types of adult learning styles, as well as to be presented to a variety of audience types. ComPsych has a panel of more than 1,850 contracted facilitators to ensure local coverage for training sessions. These facilitators include counselors, professional trainers and financial experts; we screen these facilitators for their experience before they become members of the panel. In addition, our professional staff coach individual facilitators before they facilitate a session for ComPsych. Specialized Training and Organizational Consulting ComPsych also offers training on professional and management development, as well as organizational consulting topics on a fee-for-service basis. Topics include: > Learning the basics of management and leadership > Managing downsizing > Outplacement resources > HR policy review: combating substance abuse in the workplace > Valuing diversity in the workplace > Delivering excellent customer service > Employee opinion survey design and implementation Options for Delivering Training Three training formats are available for training delivery. The City’s preference and circumstances will determine their use. > Face-to-face delivery—our local facilitators can conduct the personal development/lunch-and- learn sessions, as well as employee and manager/supervisor orientations to GuidanceResources services. > Remote delivery—for groups and individuals in different locations, ComPsych offers employee and manager/supervisor orientation sessions online. In addition, we can offer most personal development/lunch-and-learn topics via live webinar or teleconference. > Train-the-trainer delivery—if the City wishes to have its local HR or benefits staff facilitate employee orientation sessions either to new hires or as a review, ComPsych can help the City representative prepare to conduct these sessions. We will supply the City with the PowerPoint GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 9 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements presentation and coach its staff on the main points of the content and advise them on effective facilitation. 12. A minimum of three (3) references from other organizations you have provided EAP services to during the past give (5) years. 1. Boulder Community Hospital Janice Blankenship – Director of HR jblankenship@bch.org 303-440-2157 Services 2. Colorado we provide: State University EAP, FamilySource (work-life), FinancialConnect, LegalConnect Lanai Greenhalgh – EAP Director lanai.greenhalgh@colostate.edu 970-491-1527 Services 3. Larimer we County provide: EAP, FamilySource (work-life), FinancialConnect, LegalConnect Pam Stultz pstultz@larimer.org 970-498-5983 Services we provide: EAP, FamilySource (work-life), FinancialConnect, LegalConnect, HealthyGuidance 13. Cost per employee per month to cover the scope of services. We offer the following pricing on a per-employee-per-month (PEPM) basis for 1,545 employees. GuidanceResources® Rate 8-session EAP, LegalConnect®, FinancialConnect®, FamilySource®, and GuidanceResources® Online $1.74 PEPM With a five-year guaranteed contract, ComPsych will offer the City a five-year guaranteed rate. ComPsych’s proposal is valid for six months. GuidanceResources Program We include the following services in our pricing. EAP > Local in-person EAP assessment, referral counseling and brief treatment (up to 8 sessions per issue per employee/family member per year) > Community resource referrals to supplement EAP counseling > Network management > Individual follow-up and satisfaction surveys > On-site critical incident response services for an unlimited number of events – up to 4 hours per event, and $225 per hour beyond that; expert management consultation and prompt on-site services to lessen the impact of traumatic events; unlimited telephonic consultation > Management consultation and referrals GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 10 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements Work-Life > Family care services (FamilySource): Customized research, tailored educational materials, and prescreened referrals for child care, adoption, elder care, education, pet care and personal convenience services > Legal services (LegalConnect): Unlimited phone information on legal issues by ComPsych staff attorneys; free 30-minute assessment and 25 percent discount off fees when in-person representation is necessary > Financial services (FinancialConnect): Unlimited phone information on financial issues by ComPsych staff CPAs and CFPs Program Administration > Toll-free access 24 hours a day, seven days a week, to counseling and crisis intervention by master’s-level clinicians > GuidanceResources Online: City-specific, online interactive services > Unlimited program utilization > Program literature—promotional brochures, wallet cards and semiannual posters and fliers > Program evaluation, reporting and account management > ComPsych included a bank of 20 on-site hours per contract year in our quoted fees. These on- site hours may be composed of any combination of orientation sessions (employee or management), personal development workshops or health fair representation. Additional training is available for $150/hour. For CISM and training purposes, ComPsych uses local GuidanceExperts and trainers/facilitators whenever possible, so travel is rarely required. When travel is required, it will be billed upon terms which the City and ComPsych mutually agree. 14. Cost per session for training programs – if the City elects this additional option. ComPsych included a bank of 20 on-site hours per contract year in our quoted fees. These on-site hours may be composed of any combination of orientation sessions (employee or management), personal development workshops, or health fair representation. We offer additional training for $150/hour. 15. Referral services for child and elder care may not be needed. What is the cost per employee per month without these services? Cost: $1.63 PEPM Without our FamilySource services (which include referrals for child care and elder care), City employees and their families will have access to these resources through GuidanceResources Online, including customized child care provider/facility lookup and mapping for more than 500,000 resources by location and preference, and availability verification based on specific criteria; and comprehensive elder care facility lookup by location, with ratings and rankings research, and current availability and information on more than 100,000 providers. 16. Other services offered through your firm and the cost. ComPsych also offers an array of program options at additional cost, some of which were developed jointly with customers in the government sector, to address specific workplace concerns. The following GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 11 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Proposal Requirements are just a few of the ways we can support the City and enhance its EAP, and we have included pricing per employee per month (PEPM): FMLASource FMLASource offers outsourced administration and expert consultation for leaves of absence under the Family and Medical Leave Act. As a program enhancement, FMLASource can administer a wide range of absence policies including the Americans with Disabilities Act Amendments Act (ADAAA), jury duty, military service, bereavement, paid time off, and City-specific leave policies. Cost: $1.45 PEPM HealthChampion This health care navigation service helps employees navigate their health benefits, answer clinical questions, resolve claims and billing issues, explain the appeals process, and make educated health care decisions. Specialists guide employees through the complex health care system and connect them with available resources. ComPsych developed this service to support employees Cost: $.50 PEPM GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 12 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Additional Requirements 1. Employee Education a. Provide EAP informational posters and brochures as needed b. Provide articles for employee newsletter as requested, usually monthly; and c. Attend annual Health Fair in September/October ComPsych’s goal is for 100 percent of our customers’ employees to be aware of the program. We work toward that goal by combining print and electronic communications. Our customizable materials remind employees of how to access the program and the benefits of doing so. During program implementation, the ComPsych Account Manager, Sharon Franks, will work with the City to develop a customized employee communication package, factoring in the City’s culture and preferences. The following are sample elements that we can either help the City write and/or develop: > Notices for employees – Signed by the program stakeholder, the emailed or print notice advises employees about this important, employer-sponsored benefit. We help write the notice, which explains program benefits, eligibility and the confidential nature of the program. > Notices for managers – We assist in writing the notice for managers, which details the implementation schedule, how, and when to refer employees and how the program can help customers manage behavioral health costs. > Brochures – These outline all program services and inform employees about how to access those services. > Wallet cards – Easily accessible in a purse or wallet, wallet cards quickly inform employees about how to contact a GuidanceConsultant. > Posters – Our posters are creative and eye-catching for placement in high-traffic areas like lunchrooms. They promote topics related to behavioral health and wellness, such as work-life balance, while reminding employees about ComPsych’s services. We update posters annually to give employees a fresh view of program benefits. > Fliers – These topical pieces encourage program utilization to deal with life challenges. They are updated quarterly. > Email – ComPsych provides emails that summarize program benefits, promote utilization, and contain links to our monthly HelpSheets, which focus on specific topics. Employees can store the messages for easy reference. > Topical articles/newsletters – ComPsych tracks trends in employment, behavioral health and work-life balance to identify interesting wellness topics. We write informative, relevant articles and distribute them to our customers. Customers post the articles on their intranets and in their newsletters. Our rates include the cost of producing our standard communication materials in English. However, we offer materials in several different languages to support our multilingual customers. Please refer to Appendix 5 for sample communications. 2. Training: Act as a resource for training information and referrals. Please refer to question 11 on pages seven to eight for details about our training options for employees and for managers/supervisors. GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 13 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Additional Requirements 3. Reports: Provide quarterly reports with usage, statistical and demographic information. Please refer to question eight on page five for information about the reports we will provide to the City. 4. Accessibility: Provide a Personal Representative for Human Resource to contact based on needs. Sharon Franks, the ComPsych account manager assigned to the City’s program, will be the main contact in this partnership. An expert in managing EAP and work-life services, Sharon will ensure that the City’s implementation is successful. She will oversee all program deliverables, such as communication materials, training, and reporting. Sharon will maintain contact with the City throughout its program. 5. Ability to contract outside of the network for special services/needs that cannot be supplied by providers within the current network. ComPsych is committed to providing access to qualified providers for the City’s employees wherever they live, work, and travel. We have more than 46,500 domestic providers throughout the country. We maintain an open network policy—and are willing to expand our network to include City- recommended providers who meet our credentialing criteria. In fact, we take the initiative to ask City benefits administrators for referrals and contact those providers to gauge their interest in joining our network. If applicable, we will invite them to join our network, expediting the credentialing and contract process for them to speed up their availability for referrals from ComPsych. The depth and breadth of our existing provider network—and our willingness to expand it—is just one of the strengths that separate ComPsych from our competitors. 6. Ability to add new counselors to the network. What is the process? What’s the time line? As discussed in the previous question, under ComPsych’s open network, we welcome individuals and the City’s managers alike to nominate providers for inclusion in our network. We will solicit these nominations during program implementation and begin the credentialing process at that time. For future out-of-network provider requests, our average credentialing time frame of 30 to 45 days (depending upon the speed with which the provider returns paperwork) can be expedited. We can issue a referral to the provider under a letter of agreement once we receive certain information necessary to offer the referral, which usually occurs within 5 to 10 days. Under the letter of agreement, the provider might be open for referrals to other individuals who request access. 7. Can the City offer a one- off contract for specialized counseling? What is that process? What is the timeline? Yes. We are always willing to accept one-off special requests, as long as the requested provider meets our credentialing criteria, and the clients’ presenting issue(s) are within the scope of the EAP. With our open network, we proactively reach out to our new customers to invite their preferred local providers that may not already be part of our network. This is fundamental component of our build-to-suit approach and guiding principle. GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 14 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Additional Requirements We will ask the City’s benefits administrators for names of preferred providers with whom they have worked in the past. For those who are not, we then take the initiative to contact these providers, gauge their interest in joining our network, and if applicable, invite them to join. We also will expedite the credentialing process for them to minimize the paperwork and speed up their membership and availability for immediate referrals. 8. What is your Counselor population? - Type of Counselor - Gender of Counselor We have more than 46,500 domestic counselors in our network. Rather than build the network on contingency, ComPsych has structured it to accommodate the needs of our existing customers. This way, our GuidanceExperts regularly receive referrals, and their active participation deepens their understanding of our EAP services. Pinpointing GuidanceExperts and Resources ComPsych’s provider network includes only ComPsych-credentialed, state-licensed clinicians with expertise in areas that include: > Adolescent and child > Anxiety disorders > Depression > Domestic violence > Marital and family > Stress management > Substance abuse During intake calls, our GuidanceConsultants will match employees with a local GuidanceExpert. Using our proprietary system, we will use GuidanceExperts’ specialization, geographic accessibility, cultural considerations, and the caller’s stated preference (for example, a female counselor) to pinpoint a suitable GuidanceExpert. Our GuidanceExpert network is comprised of 67.6 percent female counselors and 32.4 percent male counselors. GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 15 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Supplemental Proposal 1. Vendors should include an additional proposal that includes providing additional training support in the form of seminars or workshops. Each session would be approximately one (1) hour. A maximum of twelve (12) sessions per year will be made available to groups ranging in size from 10 to 150 employees. If this additional option is chosen, the topics, times, and locations would be established between an EAP representative and a City representative. The schedule and materials directly provided by the EAP will be determined jointly by the EAP and the City representative. ComPsych included a bank of 20 on-site hours per contract year in our quoted fees. These on-site hours may be composed of any combination of on-site critical incident services, orientation sessions (employee or management), personal development workshops, or health fair representation. We offer additional training for $150/hour. 2. The City is in need of offering a Career Counseling program for succession planning purposes. Provide program information and costs if you were to offer this Career Counseling to City employees. What are the credentials for that specialized Counselor and would it be an additional fee? If so, please specify additional costs. As part of our “Professional Development Seminars and Organizational Consulting Services”, we offer a sample of our customized sessions and services, listed below, to meet the City’s needs and include all levels of staff. The courses are highly interactive and often include pre-work to make full and effective use of the time. They range from one hour to a full day of facilitation. Many of the Organizational Consulting Services include individual and team assessments, as well as review and assistance with a variety of HR compliance needs. Please refer to Appendix 6 for an overview of executive coaching that we offer. Professional Facilitators Conduct Training All ComPsych training content is written by professional trainers who hold advanced degrees in communications, adult learning, training and development, or organizational behavior. Seasoned HR professionals, organizational development (OD) specialists, and professional trainers design and facilitate the courses, consult on all OD projects, and serve as executive/management coaches. The topics are meant to accommodate all types of adult learning styles, as well as be presented to a variety of audiences. ComPsych has a panel of more than 1,850 contracted facilitators to ensure local coverage for training sessions. These facilitators include counselors, professional trainers, and financial experts. We screen these facilitators for their experience before they become members of the panel. In addition, our professional staff coach individual facilitators before they facilitate a session for ComPsych. Professional Development > The Art of Negotiating a Win-Win Situation > Becoming an Accomplished Professional > Calming the Angry Customer > Delivering Customer Service Excellence > Interpersonal Skills in Business > Managing Your Career GuidanceResources Proposal for City of Fort Collins (August 18, 2014) 16 Copyright 2014 ComPsych®. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. Supplemental Proposal > Presentation Skill Building > Using E-mail the Right Way > Working Successfully in a Virtual Environment Management Development > Becoming a Skilled Coach > Building an Intrapreneurial Environment > Building Productive Work Teams > Coaching Difficult Employee Performance > Delegating Effectively Organizational Training and Consulting Services Compliance Training > Combating Substance Abuse in the Workplace (Both Manager and Employee sessions available) > Harassment Training: Manager and Employee, as well as AB1825 training > Valuing Diversity in the Workplace Change Management Training and Consulting > Managing Staff Through Change and Stress > Moving Forward: An Employee Guide to Navigating Change in the Workplace Consulting Services > Consulting on HR Policy and Procedure Strategy > Crisis Management: Preventing, Preparing and Communicating in Critical Situations > Outplacement Resources > Team-Building and Conflict Interventions > Understanding and Deterring Violence in the Workplace: Manager and Employee Training For the above programs delivered in-person, we charge $1,200 for up to one half-day or $1,800 for up to a full day, plus travel expenses. We charge $300 for one-hour webinar versions. ComPsych Legal Comment to the City of Fort Collins Contract Page 18, Insurance Requirements Exhibit: The statement required in clause 1 is no longer allowed in the insurance industry. ComPsych can commit to providing notice to the City separately. Acknowledgement of Receipt of Addendum One ComPsych Corporation has received Addendum 1, Exhibit 1 – Questions and Answers – from the City of Fort Collins for Bid 7677, Employee Assistance Program Administration. Accessibility Analysis City of Fort Collins August 06, 2014 A report on the accessibility of the for the employees of ComPsych Network City of Fort Collins ComPsych Network - City of Fort Collins Accessibility summary Accessibility analysis specifications Average distance to a choice of providers for employees with desired access 1 2 3 4 5 Key geographic areas Provider group: Employee group: Access standard: Employees with desired access: Active EAP Providers Urban Employees 2 Providers within 10 miles Number of providers Miles City Total number of employees Employees with desired access Number Percent Average distance to 2 providers 15,266 providers at 10,896 locations (based on 17,943 records) 20 employees 20 (100.0%) 1.0 1.3 1.4 1.8 1.9 DENVER, CO 9 9 100.0 1.3 LONGMONT, CO 6 6 100.0 1.0 LITTLETON, CO 2 2 100.0 2.2 BOULDER, CO 1 1 100.0 1.3 COLORADO SPRINGS, CO 1 1 100.0 0.1 THORNTON, CO 1 1 100.0 1.8 ComPsych Network - City of Fort Collins Accessibility summary Accessibility analysis specifications Average distance to a choice of providers for employees with desired access 1 2 3 4 5 Key geographic areas Provider group: Employee group: Access standard: Employees with desired access: Active EAP Providers Suburban Employees 2 Providers within 15 miles Number of providers Miles City Total number of employees Employees with desired access Number Percent Average distance to 2 providers 15,266 providers at 10,896 locations (based on 17,943 records) 889 employees 889 (100.0%) 1.0 1.3 1.3 1.4 1.6 FORT COLLINS, CO 847 847 100.0 1.2 TIMNATH, CO 24 24 100.0 3.8 GREELEY, CO 11 11 100.0 1.6 EVANS, CO 4 4 100.0 3.0 BOULDER, CO 1 1 100.0 0.4 CHEYENNE, WY 1 1 100.0 0.9 LONE TREE, CO 1 1 100.0 0.6 ComPsych Network - City of Fort Collins Accessibility summary Accessibility analysis specifications Average distance to a choice of providers for employees with desired access 1 2 3 4 5 Key geographic areas Provider group: Employee group: Access standard: Employees with desired access: Active EAP Providers Rural Employees 2 Providers within 30 miles Number of providers Miles City Total number of employees Employees with desired access Number Percent Average distance to 2 providers 15,266 providers at 10,896 locations (based on 17,943 records) 639 employees 639 (100.0%) 3.9 4.7 5.5 5.8 5.9 FORT COLLINS, CO 214 214 100.0 2.4 LOVELAND, CO 127 127 100.0 2.0 WINDSOR, CO 95 95 100.0 2.3 WELLINGTON, CO 88 88 100.0 10.3 LAPORTE, CO 26 26 100.0 6.7 BELLVUE, CO 15 15 100.0 11.2 JOHNSTOWN, CO 12 12 100.0 6.3 EATON, CO 10 10 100.0 8.2 LIVERMORE, CO 8 8 100.0 22.9 MILLIKEN, CO 7 7 100.0 8.8 Accessibility Analysis City of Fort Collins August 12, 2014 A report on the accessibility of the for the employees of ComPsych Network City of Fort Collins ComPsych Network - City of Fort Collins ZIP Code radius information Geographic Center Point Analysis City ZIP Code Providers within 3.0 miles Name/ID Address Approx. miles FORT COLLINS, CO 80522 Atwell, Mary LPC 412 South Howes Street Fort Collins, CO 80521 0.1 Lehman, Tiffany LPC 417 S Howes Fort Collins, CO 80521 0.1 Stamps, Darcy LPC 417 S Howes St Fort Collins, CO 80521 0.1 Mata, Marcie LPC 420 South Howes Street, Building... Fort Collins, CO 80521 0.1 Scheich, Stacie LPC 420 S Howes Fort Collins, CO 80521 0.1 Schumacher, Caroline ... 420 S. Howes Street Fort Collins, CO 80521 0.1 Thomas, Carrie LPC 420 S Howes Street Fort Collins, CO 80521 0.1 Slaughter, Paul LMFT 315 Canyon St Fort Collins, CO 80521 0.1 Tidrick, Andrew LCSW 219 West Magnolia St Fort Collins, CO 80521 0.1 Bangerter, Wendy LPC 212 South Mason Fort Collins, CO 80521 0.1 Sterry, Colleen LPC 109 W Olive St Fort Collins, CO 80524 0.2 McKinney-Selvig, Maure... 425 West Mulberry St. Fort Collins, CO 80521 0.2 Ward, Kristen LCSW 425 W Mulberry St Fort Collins, CO 80521 0.2 Kowalski, Tom LPC 112 S College Ave Fort Collins, CO 80524 0.3 Holt, Flo LPC 504 S College Fort Collins, CO 80524 0.3 Becker, Wendy LCSW 506 South College Avenue Fort Collins, CO 80524 0.3 Garrett, Laura LPC 506 S College Fort Collins, CO 80524 0.3 Isenberg, Rachel LCSW 211 West Myrtle ComPsych Network - City of Fort Collins ZIP Code radius information Geographic Center Point Analysis City ZIP Code Providers within 3.0 miles Name/ID Address Approx. miles FORT COLLINS, CO 80522 Vnuk, Thomas LPC 503 Remington Fort Collins, CO 80528 0.3 Rein, Marty LPC, CAC III 619 College Ave., Suite 13 Ft. Collins, CO 80524 0.4 Sutphin, Elizabeth LCSW 619 South College Fort Collins, CO 80524 0.4 Beach, Barbara LPC 19 Old Town Square Fort Collins, CO 80524 0.4 Horowitz, Nance LCSW 19 Old Town Square Fort Collins, CO 80524 0.4 Roberts, Jennifer PhD 19 Old Town Square Fort Collins, CO 80524 0.4 Vallianos, Tanya LPC 311 E. Mulberry St Fort Collins, CO 80524 0.4 Murphy, Sarah LMFT 649 Remington Street Fort Collins, CO 80524 0.4 Reynolds, John LCSW 649 Remington Street Fort Collins, CO 80524 0.4 Welzel, Jane LPC 261 Pine Street Fort Collins, CO 80524 0.5 Tibbetts, Maggie LCSW 218 Peterson ST Fort Collins, CO 80524 0.5 Pierce, Janet LPC 1502 South College Avenue Fort Collins, CO 80524 1.1 Morse, John LMFT 1302 S Shields Fort Collins, CO 80521 1.2 Andrews, Charity LPC 1740 S College Ave Ft. Collins, CO 80525 1.4 Andrews, Lisa LPC 1740 S College Ave Ft. Collins, CO 80525 1.4 Ratliff, Martha LCSW 1740 S College Ave Ft. Collins, CO 80525 1.4 Refuerzo, Cheryl LCSW 1740 S College Ave Ft. Collins, CO 80525 1.4 Febvre, Marian LPC 1148 E Elizabeth Street ComPsych Network - City of Fort Collins ZIP Code radius information Geographic Center Point Analysis City ZIP Code Providers within 3.0 miles Name/ID Address Approx. miles FORT COLLINS, CO 80522 Brandsma, Jennifer LPC 1136 E Stuart St Fort Collins, CO 80525 1.9 Dunkle, Jennifer LPC 1136 E. Stuart St Fort Collins, CO 80525 1.9 Stechmeyer, Cynthia LPC 1136 E Stuat Street Ft. Collins, CO 80525 1.9 Warson, Elizabeth LPC 1136 East Stuart Street Fort Collins, CO 80525 1.9 Moffitt, Jacquelyn LPC 1918 South Lemay Fort Collins, CO 80525 2.0 Johnson, Jane LCSW 333 W Drake Rd Fort Collins, CO 80526 2.2 Coughlan, Roger LCSW 363 W. Drake Road Fort Collins, CO 80526 2.2 Moriarty, Rachel EDD 363 W Drake Rd Fort Collins, CO 80526 2.2 Rudolph, Suzanne Ed.D 363 West Drake Rd. Fort Collins, CO 80526 2.2 Toland, Julia LCSW 363 W Drake Road Fort Collins, CO 80526 2.2 Page, Charles PHD 383 W Drake Rd Fort Collins, CO 80526 2.2 Poland, Scott PHD 2629 Redwing Road Fort Collins, CO 80526 2.2 Hotaling, Stephanie LM... 2550 Stover St Fort Collins, CO 80525 2.2 Bliss-Raab, Lindsay LC... 3926 JFK Parkway Fort Collins, CO 80525 2.3 Giglio, Michael MA LMFT 155 W Harvard St Fort Collins, CO 80525 2.4 Guy, Patrick LPC 149 W Harvard St Ft. Collins, CO 80525 2.4 Painton, Mollie PsyD 2601 S. Lemay Fort Collins, CO 80525 2.5 Hayes, Margaret PhD 2121 Midpoint Dr 1 Customer Name: Reporting Period: Access to Services Telephone Access EAP 608 58% 636 55% 584 55% 563 62% 2391 57% 2379 59% FamilySource 61 6% 88 8% 50 5% 38 4% 237 6% 236 6% FinancialConnect 30 3% 33 3% 30 3% 11 1% 105 2% 104 3% GlobalConnect 91 9% 132 11% 111 10% 2 0% 336 8% 334 8% HealthChampion 108 10% 79 7% 127 12% 123 14% 437 10% 435 11% HealthyGuidance 106 10% 131 11% 105 10% 117 13% 459 11% 231 6% LegalConnect 51 5% 55 5% 60 6% 51 6% 217 5% 293 7% Sub-Total 1055 1153 1068 905 4181 4012 Online Access EAP 396 21% 393 22% 468 18% 359 17% 1616 19% 1608 20% FamilySource 631 33% 648 36% 799 32% 621 30% 2699 32% 2686 34% FinancialConnect 283 15% 198 11% 296 12% 301 14% 1078 13% 1073 13% Global Connect 12 1% 14 1% 14 1% 9 0% 49 1% 49 1% Health & Wellness 273 14% 265 15% 550 22% 410 20% 1498 18% 1141 14% LegalConnect 314 16% 306 17% 408 16% 398 19% 1426 17% 1419 18% Sub-Total 1909 1824 2535 2098 8366 7975 Combined Access EAP 1004 36% 1029 36% 1052 31% 922 38% 4007 35% 3987 35% FamilySource 692 25% 736 26% 849 25% 659 27% 2936 26% 2921 26% FinancialConnect 313 11% 231 8% 326 10% 312 13% 1183 10% 1177 10% GlobalConnect 103 4% 146 5% 125 4% 11 0% 385 3% 383 3% HealthyGuidance/Health & Wellness 334 12% 342 12% 590 17% 11 0% 1277 11% 1270 11% LegalConnect 365 13% 361 13% 468 14% 527 22% 1721 15% 1712 15% Total 2811 2843 3411 2442 11507 11450 Special Services Critical Incident Events (excluded from utilization) 21 21 Debriefing Sessions (excluded from utilization) 70 70 Debriefing Participants 181 180 Training Sessions (excluded from utilization) 77 77 Training Session Participants 1007 1002 Health Fairs (excluded from utilization) 0 12 12 Total Utilization 12632 Utilization Results Total Utilization Rate (% - Annualized)) 44.2% Based on Quarterly Average employees Satisfaction Results % of Clients reporting satisfaction with the program 98% 99% 99% 99% 99% Overview GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Year to Date Last Year 12695 35050 98.9% 3312 37.8% 5 39 29 18 462 6 96 42.4% 46.5% 2 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Toll Free Number Statistics Call Volume Average Speed of Answer (seconds) Abandonment Rate (%) Case Closure (only EAP cases) Resolved within EAP 523 86% 569 90% 549 94% 518 92% 2152 90% 2117 89% Referred to Benefit Resource 0 0 Inpatient 0 0% 2 0% 0 0% 0 0% 0 0% 0 0% Outpatient 85 14% 64 10% 35 6% 45 8% 239 10% 262 11% Total 608 636 584 563 2391 2379 Referral Source Brochure 116 11% 150 13% 107 10% 72 8% 502 12% 241 6% Email 0 0% 0 0% 11 1% 9 1% 42 1% 40 1% Family 95 9% 81 7% 96 9% 72 8% 334 8% 441 11% FMLASource 11 1% 12 1% 0 0% 0 0% 0 0% 0 0% Human Resources 91 9% 92 8% 107 10% 81 9% 376 9% 241 6% Internet / Local Website 11 1% 0 0% 11 1% 18 2% 42 1% 40 1% Mailing 11 1% 0 0% 0 0% 0 0% 0 0% 0 0% Management Referral - formal 42 4% 58 5% 32 3% 36 4% 167 4% 481 12% Management Referral - informal 42 4% 12 1% 21 2% 9 1% 84 2% 0 0% Onsite Medical Department 9 1% 12 1% 21 2% 18 2% 42 1% 40 1% Other 66 6% 115 10% 96 9% 100 11% 376 9% 321 8% Other Vendor 0 0% 0 0% 11 1% 0 0% 0 0% 40 1% Peer 42 4% 0 0% 11 1% 9 1% 42 1% 40 1% Posters 11 1% 12 1% 0 0% 0 0% 42 1% 0 0% Previous EAP 100 9% 92 8% 128 12% 136 15% 460 11% 321 8% Training/Seminar 0 0% 23 2% 11 1% 9 1% 42 1% 0 0% Unknown 168 16% 277 24% 299 28% 253 28% 1003 24% 1043 26% Wallet Card 243 23% 219 19% 107 10% 81 9% 627 15% 722 18% Client Status Employee 654 62% 668 58% 705 66% 588 65% 2592 62% 2527 63% Dependent 232 22% 254 22% 160 15% 154 17% 794 19% 923 23% Other 11 1% 12 1% 0 0% 0 0% 0 0% 0 0% Spouse 173 16% 231 20% 203 19% 163 18% 794 19% 562 14% Unknown 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Client Gender Female 654 62% 715 62% 662 62% 552 61% 2592 62% 2447 61% Male 401 38% 438 38% 406 38% 353 39% 1589 38% 1565 39% 1.1% 6 2887 4 5 1.1% 2411 5 3833 3 1.1% 2623 0.9% 2551 10472 5 1.1% 1.7% 3 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Client Age Group 0 -12 53 5% 81 7% 128 12% 91 10% 334 8% 281 7% 13 - 19 211 20% 161 14% 171 16% 100 11% 543 13% 481 12% 20 - 29 158 15% 150 13% 117 11% 63 7% 460 11% 441 11% 30 - 39 179 17% 184 16% 149 14% 181 20% 794 19% 682 17% 40 - 49 222 21% 277 24% 224 21% 208 23% 1003 24% 883 22% 50 - 59 190 18% 242 21% 203 19% 190 21% 794 19% 1003 25% 60 + 32 3% 46 4% 64 6% 63 7% 209 5% 201 5% Unknown 11 1% 12 1% 11 1% 9 1% 42 1% 40 1% Employee Job Category (employee data only) Laborer 46 7% 40 6% 42 6% 35 6% 181 7% 152 6% Management 59 9% 60 9% 63 9% 47 8% 259 10% 253 10% Office/Clerical 39 6% 47 7% 49 7% 35 6% 156 6% 177 7% Professional 190 29% 187 28% 183 26% 159 27% 700 27% 708 28% Sales 39 6% 40 6% 42 6% 35 6% 156 6% 152 6% Service 85 13% 94 14% 99 14% 88 15% 337 13% 379 15% Technical 39 6% 40 6% 42 6% 35 6% 156 6% 177 7% Unknown 157 24% 160 24% 183 26% 153 26% 648 25% 531 21% Employee Job Tenure (employee data only) Less than 1 year 72 11% 80 12% 85 12% 71 12% 311 12% 303 12% 1- 5 years 164 25% 167 25% 169 24% 141 24% 648 25% 682 27% 5 -9 years 105 16% 114 17% 120 17% 94 16% 415 16% 430 17% 10 - 14 years 72 11% 60 9% 63 9% 53 9% 233 9% 227 9% 15 - 19 years 26 4% 27 4% 28 4% 24 4% 104 4% 101 4% 20+ years 39 6% 40 6% 42 6% 35 6% 156 6% 177 7% Unknown 177 27% 180 27% 197 28% 171 29% 726 28% 607 24% Customer Structure Detail AAAAAA 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% BBBBBBB 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% CCCCCCC 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% DDDDDDD 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% EEEEEEEE 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% FFFFFFFF 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% GGGGGG 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% HHHHHHH 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% JJJJJJJJJ 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% KKKKKK 106 10% 115 10% 107 10% 91 10% 418 10% 401 10% Total 1055 1153 1068 905 4181 4012 4 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Primary Issues Alcohol Related 18 3% 32 5% 18 3% 17 3% 84 4% 71 3% Chemical Dependency Related 18 3% 13 2% 12 2% 11 2% 54 2% 71 3% Child Abuse 0 0% 0 0% 6 1% 6 1% 11 0% 0 0% Depressive Disorder 30 5% 32 5% 18 3% 28 5% 108 6% 143 6% Domestic Violence 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Family-Child 79 13% 51 8% 35 6% 39 7% 204 9% 262 11% Medical 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Occupational 24 4% 13 2% 18 3% 23 4% 77 3% 119 5% Partner/Relationship 79 13% 89 14% 88 15% 79 14% 334 13% 285 12% Psychological Symptoms 322 53% 362 57% 356 61% 327 58% 1367 57% 1237 52% Relocation 0 0% 6 1% 0 0% 0 0% 6 0% 24 1% Stress 36 6% 38 6% 35 6% 34 6% 143 6% 167 7% Workplace Trauma 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Sub-Total Issues 608 636 584 563 2391 2379 Consultation Type Face-to-Face Cases 602 99% 623 98% 572 98% 552 98% 2349 98% 2331 98% Telephonic Cases 6 1% 6 1% 6 1% 6 1% 24 1% 24 1% Management/Supervisor Cases 0 0% 6 1% 6 1% 6 1% 18 1% 24 1% Behavioral Expert (online) 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Community Resource 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Sub-Total - Consultations 608 636 584 563 2391 2379 Total Number of Issues 608 636 584 563 2391 2379 Online Services 396 393 468 359 1616 1608 Total Product Utilization 1029 1052 922 4007 3987 Employee Count Total Product Utilization Rate (% - Annualized)) Based on Quarterly Average employees 15.4% 26074 Employee Assistance Program 35050 1004 26074 26074 28556 11.5% 12.8% 12.0% 8.1% 28318 10.6% 5 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year U.S. Employees Primary Issues Child Care 10 17% 19 22% 19 37% 14 37% 64 27% 40 17% Education Services 9 14% 7 8% 3 5% 2 5% 19 8% 9 4% Elder Care 18 29% 33 38% 16 32% 12 32% 81 34% 101 43% Government Services 1 2% 0 0% 3 5% 2 5% 5 2% 2 1% Healthcare Information 15 25% 10 11% 5 10% 4 10% 33 14% 54 23% Home Improvement 1 2% 0 0% 0 0% 0 0% 2 1% 0 0% Insurance information 1 2% 1 1% 0 0% 0 0% 2 1% 2 1% Moving 0 0% 3 3% 4 8% 3 8% 9 4% 12 5% Other 4 7% 3 3% 2 3% 1 3% 9 4% 2 1% Pet Care 0 0% 1 1% 0 0% 0 0% 0 0% 0 0% Shopping 0 0% 4 4% 0 0% 0 0% 2 1% 0 0% Support Groups 1 2% 8 9% 0 0% 0 0% 9 4% 12 5% Sub- Total Issues 61 88 50 38 237 236 Local Nationals (if applicable) Primary Issues Child Care 7 12% 18 21% 15 30% 15 39% 55 23% 12 5% Education Services 6 10% 6 7% 2 4% 2 5% 16 7% 3 1% Elder Care 12 20% 31 35% 13 26% 13 34% 69 29% 31 13% Sub-Total Issues 25 55 30 30 140 46 Total Number of Issues 86 143 80 68 377 282 Online Services 631 85 98 98 912 150 Total Product Utilization 228 178 166 1289 432 Employee Count Total Product Utilization Rate (% - Annualized)) 6.2% Based on Quarterly Average employees 35050 2.5% 26074 717 8.2% 3.5% 2.7% 6.1% FamilySource ® 26074 26074 28318 28556 6 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Primary Issues Adoption 2 3% 2 3% 0 0% 0 0% 4 2% 0 0% Advanced Directives 1 1% 2 3% 0 0% 0 0% 2 1% 0 0% Bankruptcy 3 5% 3 5% 4 6% 3 6% 13 6% 12 4% Child Custody/Support 8 15% 9 17% 7 11% 6 11% 26 12% 32 11% Civil 6 11% 3 5% 8 13% 7 13% 24 11% 32 11% Consumer 2 3% 0 0% 0 0% 0 0% 2 1% 0 0% Criminal 2 3% 3 5% 7 12% 7 13% 17 8% 12 4% Divorce/Separation 8 15% 18 32% 12 20% 10 19% 43 20% 56 19% Education 2 3% 0 0% 0 0% 0 0% 2 1% 0 0% Eldercare Law 2 3% 3 5% 4 6% 3 6% 11 5% 0 0% Employment 0 0% 2 3% 0 0% 0 0% 2 1% 6 2% Estate Planning 2 3% 4 7% 4 6% 3 6% 13 6% 38 13% Family Law 12 23% 2 3% 4 7% 4 7% 20 9% 59 20% ID Theft Services 0 0% 0 0% 0 0% 0 0% 0 0% 6 2% Immigration 0 0% 2 3% 0 0% 0 0% 2 1% 6 2% Other 2 3% 2 3% 4 6% 3 6% 11 5% 6 2% Personal Injury 0 0% 2 3% 0 0% 0 0% 2 1% 6 2% Real Estate - Landlord issues 5 9% 0 0% 5 9% 5 9% 15 7% 12 4% Traffic 0 0% 0 0% 2 4% 2 4% 4 2% 6 2% Wills 0 0% 2 3% 0 0% 0 0% 2 1% 6 2% Sub-Total Issues 51 55 60 51 217 293 Consultation Type Consultation and referral (CP lawyer) 14 27% 23 42% 26 43% 22 43% 87 40% 103 35% Consultation and referral (other resource) 1 2% 0 0% 0 0% 0 0% 0 0% 12 4% Consultation Only 30 59% 24 43% 32 53% 28 55% 113 52% 141 48% Legal Expert (online) 6 12% 8 15% 2 4% 1 2% 17 8% 38 13% Sub-Total - Consultations 51 55 60 51 217 293 Consultation Type Consultation and referral (CP lawyer) 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Consultation and referral (other resource) 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Consultation Only 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Sub-Total - Consultations 0 0 0 0 0 0 Total Number of Issues 51 55 60 51 217 293 Online Services 314 85 98 98 595 150 Total Product Utilization Employee Count Total Product Utilization Rate (% - Annualized)) Based on Quarterly Average employees 28556 2.3% 35050 140 149 812 4.2% 5.7% 158 26,074 26,074 2.1% 2.4% 2.0% 26,074 28318 365 LegalConnect ® 443 7 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Primary Issues Assist with major purchase decision/affordability 0 0% 0 0% 2 7% 1 7% 3 3% 4 4% Budgeting techniques & discipline 6 20% 3 10% 2 7% 1 7% 13 12% 38 37% College Planning, 529 Plans 2 6% 0 0% 0 0% 0 0% 2 2% 7 7% Credit Card Debt 2 6% 8 25% 9 29% 3 25% 22 21% 7 7% Credit History & issues 0 0% 3 10% 0 0% 0 0% 3 3% 4 4% Estate Planning (wills, etc.) 2 6% 0 0% 0 0% 1 7% 2 2% 4 4% Hardship call - requesting financial assistance 2 6% 2 5% 0 0% 0 0% 3 3% 4 4% Income Tax issues 2 6% 7 20% 2 7% 1 7% 11 11% 4 4% Insurance 2 6% 0 0% 0 0% 0 0% 2 2% 4 4% Investment options & risk return 2 6% 0 0% 0 0% 0 0% 2 2% 0 0% Medicaid, Medicare & SSDI Benefits 2 6% 3 10% 0 0% 0 0% 5 5% 4 4% Mortgages debt 6 20% 3 10% 13 43% 4 40% 26 25% 14 13% Other 2 6% 2 5% 0 0% 0 0% 3 3% 4 4% Retirement planning 2 6% 2 5% 2 7% 1 7% 6 6% 4 4% Student Loans 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Sub-Total Issues 30 33 30 11 105 104 Consultation Type Consultation and referral (CP network) 2 6% 3 10% 2 7% 1 9% 8 8% 9 9% Consultation and referral (other resource) 2 6% 2 5% 2 7% 1 9% 7 6% 9 9% Consultation with Literature 4 13% 20 60% 2 7% 1 9% 27 26% 28 27% Consultation Only 19 62% 2 5% 15 50% 4 37% 40 38% 48 46% Financial Expert (online) 4 13% 7 20% 9 29% 4 36% 23 22% 9 9% Sub-Total - Consultations 30 33 30 11 105 104 Total Number of Issues 30 33 30 11 105 104 Online Services 283 85 98 91 557 150 Total Product Utilization Employee Count Total Product Utilization Rate (% - Annualized)) 4.3% Based on Quarterly Average employees 26,074 FinancialConnect ® 35050 26,074 26,074 28318 28556 102 1.6% 3.1% 313 118 128 662 254 3.6% 1.8% 2.0% 8 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Health Risk Assessment Health Risk Assessments 142 298 231 569 1240 268 Health Coaching Services Requests Tobacco Cessation Number of coaching services 74 101 52 66 293 92 Weight Management Number of coaching services 21 11 19 26 77 74 Lifestyle Management Number of coaching services 11 19 34 25 89 65 Total Number of Coaching Services 106 131 105 117 459 231 Included in overall utilization Health Coaching Sessions Tobacco Cessation Total coaching sessions 101 121 95 96 413 311 Weight Management Total coaching sessions 54 33 41 56 184 211 Lifestyle Management Total coaching sessions 41 37 54 87 219 201 Total Sessions 196 191 190 239 816 723 Total Product Utilization (Services requests & Online Services) 231 HealthyGuidance ® 106 131 105 117 459 9 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Clinical Service Issues Disease Specific Information 12 19% 8 24% 13 33% 5 17% 38 23% 48 33% General Medical Information 15 24% 11 32% 9 23% 8 28% 43 26% 41 28% Medical Test Prep 17 27% 7 21% 4 10% 9 31% 37 22% 26 18% Provider Identification 19 30% 8 24% 14 35% 7 24% 48 29% 29 20% Sub-Total Issues 63 34 40 29 166 144 Administrative Service Issues Number of coaching services 8 18% 10 22% 5 6% 12 13% 35 13% 41 14% Total Sessions 9 20% 5 11% 8 9% 17 18% 39 14% 97 33% Number of coaching services 11 24% 11 24% 19 22% 21 22% 62 23% 33 11% Total Sessions 6 13% 9 20% 21 24% 19 20% 55 20% 91 31% Number of coaching services 11 24% 10 22% 34 39% 25 27% 80 30% 29 10% Sub-Total Issues 45 45 87 94 271 291 Total Number of Services 108 79 127 123 437 435 Consultation Type Coordination with Health Plan 1 1% 2 3% 1 1% 1 1% 5 1% 0 0% Internal Consultation 94 87% 63 80% 117 92% 113 92% 387 89% 414 95% Referral to Community Services 1 1% 1 1% 1 1% 1 1% 4 1% 4 1% Referral to External Resources 2 2% 12 15% 1 1% 1 1% 16 4% 17 4% Referral to Internal Resources 10 9% 1 1% 7 6% 7 6% 25 6% 0 0% Sub-Total - Consultations 108 79 127 123 437 435 Total Product Utilization HealthChampion ® 108 79 127 123 437 435 10 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year US English Usage Online Issues Adjusting to move 0 0% 1 0% 0 0% 0 0% 1 0% 2 0% Adoption 4 0% 4 0% 4 0% 4 0% 16 0% 3 0% Adult Daycare 4 0% 3 0% 1 0% 1 0% 9 0% 3 0% After school programs 9 0% 1 0% 3 0% 3 0% 16 0% 0 0% Aging and Elder health 6 0% 0 0% 3 0% 3 0% 12 0% 5 0% Alcohol Abuse 5 0% 4 0% 3 0% 3 0% 15 0% 25 1% Alcohol - Drug usage 27 1% 17 1% 2 0% 2 0% 48 1% 22 1% Allergies 1 0% 1 0% 0 0% 0 0% 2 0% 1 0% Alternative Dispute Resolution 2 0% 4 0% 0 0% 0 0% 6 0% 7 0% Alzheimer's Disease 14 1% 1 0% 1 0% 1 0% 17 0% 6 0% Anger 43 2% 108 7% 23 1% 23 1% 197 3% 94 4% Annuities 2 0% 1 0% 0 0% 0 0% 3 0% 0 0% Anxiety 5 0% 5 0% 3 0% 3 0% 16 0% 11 0% Audits-Appeals 4 0% 1 0% 0 0% 0 0% 5 0% 0 0% Banking 2 0% 8 1% 2 0% 2 0% 14 0% 25 1% Bankruptcy 10 1% 1 0% 6 0% 6 0% 23 0% 31 1% Behavior and Development 11 1% 0 0% 16 1% 16 1% 43 1% 20 1% Bipolar Disorder 5 0% 6 0% 4 0% 4 0% 19 0% 9 0% Budgeting 32 2% 32 2% 23 1% 23 1% 110 1% 156 6% Budgets 5 0% 3 0% 0 0% 0 0% 8 0% 5 0% Bulimia Nervosa 0 0% 0 0% 2 0% 2 0% 4 0% 23 1% Buying and Selling 10 1% 15 1% 12 1% 12 1% 49 1% 10 0% Cancer 2 0% 21 1% 7 0% 7 0% 37 1% 5 0% Caring for Pets 13 1% 53 4% 6 0% 6 0% 78 1% 21 1% Chemical Dependency 13 1% 7 0% 5 0% 5 0% 30 0% 22 1% Child Abuse 2 0% 0 0% 0 0% 0 0% 2 0% 0 0% Child Care 137 7% 146 10% 133 7% 133 7% 549 7% 178 7% Child Custody - Support 1 0% 11 1% 1 0% 1 0% 14 0% 12 0% Children with Special Needs 7 0% 13 1% 9 0% 9 0% 38 1% 40 2% Cold and Flu 3 0% 2 0% 78 4% 78 4% 161 2% 0 0% Communicating with your partner 121 6% 70 5% 109 5% 109 5% 409 6% 158 7% Compulsive spending 4 0% 0 0% 6 0% 6 0% 16 0% 14 1% Coping with Addicts 6 0% 2 0% 1 0% 1 0% 10 0% 1 0% Coping with Anger 5 0% 0 0% 0 0% 0 0% 5 0% 0 0% Coping with stress 18 1% 13 1% 13 1% 13 1% 57 1% 15 1% Credit Card & History Issues 20 1% 17 1% 17 1% 17 1% 71 1% 65 3% Cultural Assimilation 6 0% 5 0% 1 0% 1 0% 13 0% 2 0% Dating 28 1% 4 0% 32 2% 32 2% 96 1% 28 1% Day care 2 0% 0 0% 4 0% 4 0% 10 0% 3 0% Death 5 0% 7 0% 20 1% 20 1% 52 1% 17 1% Debt 29 2% 9 1% 32 2% 32 2% 102 1% 1 0% US English Usage Online Issues Depression 45 2% 28 2% 41 2% 41 2% 155 2% 93 4% Diet ad Weight Loss 4 0% 8 1% 45 2% 45 2% 102 1% 25 1% Discrimination and Harassment 3 0% 1 0% 3 0% 3 0% 10 0% 0 0% GuidanceResources Online ® 11 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Divorce 53 3% 14 1% 36 2% 36 2% 139 2% 31 1% Domestic violence 4 0% 0 0% 0 0% 0 0% 4 0% 6 0% Dress code 3 0% 0 0% 2 0% 2 0% 7 0% 6 0% Education issues 4 0% 29 2% 29 1% 29 1% 91 1% 5 0% Effective Communication 9 0% 2 0% 55 3% 55 3% 121 2% 28 1% Eldercare - Adult daycare 8 0% 9 1% 10 1% 10 1% 37 1% 3 0% Estate Planning 5 0% 8 1% 2 0% 2 0% 17 0% 24 1% Event planning 10 1% 9 1% 32 2% 32 2% 83 1% 40 2% Exercise & Fitness issues 36 2% 9 1% 55 3% 55 3% 155 2% 33 1% Experiencing culture differences 4 0% 0 0% 0 0% 0 0% 4 0% 3 0% Financial Issues 8 0% 1 0% 6 0% 6 0% 21 0% 1 0% Gambling 2 0% 2 0% 1 0% 1 0% 6 0% 0 0% Gay, Lesbian, Bisexual and Transgender issues 0 0% 1 0% 1 0% 1 0% 3 0% 1 0% Government Benefits 10 1% 3 0% 4 0% 4 0% 21 0% 4 0% Government Services 1 0% 0 0% 5 0% 5 0% 11 0% 9 0% Home Health 8 0% 18 1% 9 0% 9 0% 44 1% 9 0% Home Improvements 7 0% 0 0% 4 0% 4 0% 15 0% 2 0% Home Loans 6 0% 4 0% 5 0% 5 0% 20 0% 10 0% Hospice Care 3 0% 1 0% 8 0% 8 0% 20 0% 7 0% Income Tax issues 14 1% 6 0% 16 1% 16 1% 52 1% 25 1% Insurance issues 7 0% 2 0% 4 0% 4 0% 17 0% 14 1% Investing Options 22 1% 2 0% 4 0% 4 0% 32 0% 23 1% Job Loss 31 2% 15 1% 3 0% 3 0% 52 1% 11 0% Lawsuits and Court procedures 1 0% 14 1% 0 0% 0 0% 15 0% 6 0% Life Improvement 10 1% 6 0% 16 1% 16 1% 48 1% 6 0% Living Trusts 1 0% 3 0% 3 0% 3 0% 10 0% 12 0% Loans 9 0% 8 1% 11 1% 11 1% 39 1% 27 1% Marital Relations 11 1% 8 1% 17 1% 17 1% 53 1% 10 0% Medical related issues 20 1% 97 7% 150 8% 150 8% 417 6% 56 2% Medication, treatment and therapies 1 0% 2 0% 3 0% 3 0% 9 0% 6 0% Mental Health Issues - General 30 2% 4 0% 17 1% 17 1% 68 1% 18 1% Nannies - Au Pairs 14 1% 3 0% 1 0% 1 0% 19 0% 1 0% Nursing Homes 2 0% 1 0% 6 0% 6 0% 15 0% 3 0% Nutrition 36 2% 23 2% 47 2% 47 2% 153 2% 3 0% Obsessive-compulsive disorders 0 0% 0 0% 2 0% 2 0% 4 0% 1 0% Other 24 1% 104 7% 62 3% 62 3% 252 3% 163 7% Parenting 46 2% 36 2% 44 2% 44 2% 170 2% 82 3% Parenting after divorce 0 0% 0 0% 13 1% 13 1% 26 0% 2 0% Patient Rights 7 0% 0 0% 1 0% 1 0% 9 0% 1 0% Paying for School 24 1% 9 1% 16 1% 16 1% 65 1% 15 1% Performance reviews 3 0% 2 0% 23 1% 23 1% 51 1% 6 0% US English Usage Online Issues Personal Finance 35 2% 39 3% 57 3% 57 3% 188 3% 75 3% Personal Safety 9 0% 2 0% 11 1% 11 1% 33 0% 28 1% Phobias 4 0% 0 0% 0 0% 0 0% 4 0% 2 0% Planning career 16 1% 6 0% 0 0% 0 0% 22 0% 10 0% Property Division 6 0% 10 1% 15 1% 15 1% 46 1% 10 0% Psychological trauma 7 0% 0 0% 8 0% 8 0% 23 0% 0 0% Rape and Assault 0 0% 0 0% 0 0% 0 0% 0 0% 1 0% 12 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Real Estate - Tenant rights 3 0% 0 0% 7 0% 7 0% 17 0% 1 0% Relationships - friends, neighbors, others 65 3% 26 2% 40 2% 40 2% 171 2% 45 2% Relocating 1 0% 0 0% 0 0% 0 0% 1 0% 5 0% Retirement Issues 48 3% 5 0% 2 0% 2 0% 57 1% 12 0% Schizophrenia 4 0% 4 0% 0 0% 0 0% 8 0% 2 0% Seasonal Affective Disorder 1 0% 1 0% 0 0% 0 0% 2 0% 10 0% Self-esteem 14 1% 10 1% 24 1% 24 1% 72 1% 1 0% Self-help topics 6 0% 10 1% 0 0% 0 0% 16 0% 19 1% Shopping 25 1% 7 0% 1 0% 1 0% 34 0% 22 1% Sleep Disorders 0 0% 0 0% 0 0% 0 0% 0 0% 6 0% Special diets 11 1% 3 0% 10 1% 10 1% 34 0% 4 0% Stress 101 5% 55 4% 38 2% 38 2% 232 3% 82 3% Suicide 8 0% 1 0% 11 1% 11 1% 31 0% 21 1% Time Management 3 0% 0 0% 12 1% 12 1% 27 0% 0 0% Ways to save money 15 1% 9 1% 29 1% 29 1% 82 1% 0 0% Weight Management 7 0% 4 0% 2 0% 2 0% 15 0% 1 0% Wills 11 1% 9 1% 18 1% 18 1% 56 1% 19 1% Women's conditions 1 0% 19 1% 5 0% 5 0% 30 0% 3 0% Working with Professionals 287 15% 145 10% 267 13% 267 13% 966 13% 139 6% Work-life balance 17 1% 8 1% 4 0% 4 0% 33 0% 0 0% Workplace relationships 35 2% 10 1% 45 2% 45 2% 121 2% 15 1% 1909 1471 2000 2000 7366 2404 Online Activity Type Articles 853 45% 839 57% 1177 59% 1177 59% 4046 55% 1097 46% Assessment tools 498 26% 256 17% 345 17% 345 17% 1444 20% 541 23% Company information 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Guidance Expert material 145 8% 211 14% 268 13% 268 13% 892 12% 411 17% Merchandise 411 22% 165 11% 198 10% 198 10% 972 13% 356 15% Multimedia 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% News 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Newsletter archives 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Quotes/calculators 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Search database 2 0% 0 0% 0 0% 0 0% 0 0% 0 0% Survey 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Total Activity Types 1909 1471 2000 2000 7366 2404 US Spanish Usage Online Issues Topic 1 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 2 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 3 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 4 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 5 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 6 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 7 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 8 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 9 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 10 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 11 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 12 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 13 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 13 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Topic 14 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 15 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 16 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 17 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 18 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 19 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 20 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 21 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 22 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 23 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 24 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 25 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 26 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 27 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 28 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 0 0 0 0 0 0 Online Activity Type Articles 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Assessment tools 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Company information 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Guidance Expert material 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Merchandise 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Multimedia 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% News 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Newsletter archives 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Quotes/calculators 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Search database 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Survey 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Total Activity Types 0 0 0 0 0 0 Canadian English Usage Online Issues Topic 1 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 2 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 3 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 4 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 5 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 6 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 7 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 8 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 9 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 10 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 11 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 12 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 13 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 14 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 15 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 16 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 17 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 18 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 19 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 14 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Topic 20 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 21 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 22 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 23 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 24 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 25 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 26 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 27 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 28 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 0 0 0 0 0 0 Online Activity Type Articles 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Assessment tools 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Assistive 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Company information 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Guidance Expert material 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Merchandise 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Multimedia 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% News 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Newsletter archives 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Quotes/calculators 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Search database 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Survey 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Total Activity Types 0 0 0 0 0 0 Canadian French Usage Online Issues Topic 1 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 2 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 3 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 4 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 5 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 6 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 7 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 8 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 9 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 10 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 11 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 12 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 13 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 14 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 15 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 16 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 17 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 18 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 19 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 20 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 21 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 22 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 23 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 24 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 15 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Topic 25 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 26 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 27 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 28 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 0 0 0 0 0 0 Online Activity Type Articles 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Assessment tools 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Company information 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Guidance Expert material 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Merchandise 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Multimedia 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% News 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Newsletter archives 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Quotes/calculators 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Search database 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Survey 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Total Activity Types 0 0 0 0 0 0 Mexican-Spanish Usage Online Issues Topic 1 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 2 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 3 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 4 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 5 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 6 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 7 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 8 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 9 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 10 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 11 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 12 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 13 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 14 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 15 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 16 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 21 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 22 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 23 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 24 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 25 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 26 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 27 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Topic 28 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 0 0 0 0 0 0 Online Activity Type Articles 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Assessment tools 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Company information 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Guidance Expert material 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% 16 Customer Name: Reporting Period: GuidanceResources Utilization Report ABC Company 1/1/13 - 12/31/13 Q1 Q2 Q3 Q4 Year to Date Last Year Merchandise 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Multimedia 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% News 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Newsletter archives 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Quotes/calculators 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Search database 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Survey 0 0% 0 0% 0 0% 0 0% 0 0% 0 0% Total Activity Types 0 0 0 0 0 0 Total Product Utilization 1909 1471 2000 2000 7366 2404 of Productivity, Performance and Health Issues Sample Executive Summary Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 2 Agenda Program Overview Priority Recap, Progress and Planning Utilization Review Next Steps What’s New at ComPsych Customer Attendees XXXXXXX Senior Manager of Benefits XXXXXXX Benefits Business Unit Liaison ComPsych Attendees XXXXXXX Senior Account Manager XXXXXXX Customer Resource Specialist XXXXXXX Team Resource Specialist Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 3 Creating the Optimal Workforce Health & Wellness International Assignments Critical Incidents Disability Management GuidanceResources® Platform Emotional Well-being Work-Life Absence Management A total solution for employee productivity pre-empting issues before there are costs and problems A whole person approach, complete guidance, resources and information for any aspect of life Motivated, healthy and engaged employees For Employers: For Employees: The Result: Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 4 ComPsych® Programs: Components of GuidanceResources® Platform Behavioral Health Included in Program Model Employee Assistance Program X Managed Behavioral Health Care DisabilityAssistSM Work-Life Services FamilySource® X LegalConnect® X FinancialConnect® X ElderOutreachSM ParentGuidanceSM EstateGuidance® IDResourcesSM GuidanceResources® Onsite X Wellness Included in Program Model HealthyGuidance® Tobacco Cessation Weight Management Health Risk Assessment (HRA) Lifestyle Coaching Incentive Tracking HealthyGuidance® Kids Biometric Screenings (Available only to support other services) Worksite Wellness Challenges Other Wellness RNSource® RightScriptSM BariatricAssistSM HR Services Included in Program Model HRConsultSM FMLASource®* ConfidentialSourceSM Crisis Intervention Worldwide DOT OutplacementResources® Internet Services GuidanceResources® Online—for 25 countries X GlobalConnect® *FMLASource® is an affiliate of ComPsych® Corporation. X Denotes Programs Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 5 Priority Recap, Progress and Planning Key initiatives for 20XX: › Tobacco-free campus – on hold › Absence Management › Disease Management / Evidence-based medicine for 2011 › Expansion of GuidanceResources ® Onsite locations › Volunteer Week activities 20XX priorities › Introduction of Disease & Health Management program › Absence Management pilot › DC Wellness Champions & “Healthy Futures” wellness branding › Work-Life initiatives & Affinity groups › Onsite program for all DC locations Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 6 User Profile and Referral Source Observations and Comments › Increased spouse and dependent utilization from 20XX › Family and peer referrals increased › Repeat clients up by 36% * Amounts represent highlights of captured data and may not total 100%, “Unknown” or “other” information not included. More detail is available in the comprehensive utilization report. 2010 Client Status Gender Usage 1. Employee 79% 1. Female 70% 2. Spouse 8% 2. Dependent 12% 2. Male 30% Client Age Group Employee Job Tenure 1. 20 - 29 20% 1. < 5 Years 56% 2. 30 - 39 27% 2. 5 - 14 Years 27% 3. 40 - 49 22% 3. 15+ Years 2% Referral Source 1. Human Resources 16% 2. Brochures 10% 3. Family 8% 4. Repeat Client 7% 5. Peer 3% Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 7 User Experience—Client Satisfaction “(my provider) is great. He listens and offers suggestions.” “Very friendly, understanding, and answered all my questions. A valuable service and an exceptional benefit with 5 free counseling sessions.” “It was a huge help to have someone available that was familiar with the nursing care/medicare/medicaid system” “Great Service and Lots Of Help for those not knowing anyone that could help” “FRIENDLY, HELPFUL PERSON - MADE PROCESS VERY SIMPLE AND EASY” “In never doing this before, I was completely unsure of what to expect. The intake specialist was professional, caring, and made me feel much better about making the decision to call. Thank you.” “the intake specialist was very kind, very helpful and exceptionally good at listening” “Very Very Helpful Thank You!!” “this is a wonderful benefit. it really helped!!” Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 8 2% 6% 0% 1% 4% 0% 0% 10% 20% 30% 2009 2010 Cases Online Training/CISM Utilization Review Observations and Comments › 6,209 total cases in 20XX - 1,536 telephonic / face-to-face cases - 4,673 online cases › FT Associates – 5% telephonic / face-to-face utilization; 16% online utilization › PT Associates – .001% telephonic / face-to-face utilization › Book of Business (BoB) average – 12% › Retail industry average – 10% - For all services, including GRO Target Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 9 13% 35% 23% 16% 13% 13% 35% 26% 14% 12% 12% 28% 24% 11% 25% 0% 20% 40% 60% 80% 100% 2009 2010 2010 BoB 67% 12% 15% 6% 70% 12% 13% 5% 72% 6% 16% 5% 0% 20% 40% 60% 80% 100% 2009 2010 2010 BoB Mix of Services Observations and Comments › Slightly increased proportion of clinical cases from 2009 to 2010 › Increased Legal inquiries online over 2010 results › Face-to-face/Telephonic (FT) utilization matches Retail Industry, at 5% Online Face-to-Face/Telephonic EAP Legal Health and Wellness Family Financial Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 10 Utilization by Division Full-Time 95% Part-Time 5% Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 11 Utilization by Division – Full- v. Part-time 89% 1% 5% 5% Corporate Stores DCs Credit Center Part-Time Associates 11% 6% 54% 29% Corporate Stores DCs Credit Center Full-Time Associates Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 12 Onsite EAP Utilization 22% 56% 19% 3% Psychological Marital Occupational Family/Child Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 13 GuidanceResources Onsite 5% 16% 8% 16% 18% 24% 2% Childcare Health & Wellness Legal Emotional Support Personal Expenses Education Elder Care Other Successes › 44.9% utilization across participating locations › 471 Unique users › 61% repeat visits › Launched Monroe & San Antonio Next Steps/Opportunities › Sourcing for remaining DC & E- Commerce locations › Year-end review call with all 4 sites? Top issues Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 14 Onsite Program Success Stories › An Associate saw the Provider to request help in finding educational information for special diets associated with a medical issue. The Associate’s physician had not provided more than a brief overview and the Associate was overwhelmed with unanswered questions. Prior to speaking with the Provider, the only option available to the Associate was to take off a full day of work to consult a different medical provider in a neighboring city. The Provider was able to offer contact information for a local dietician who works with the Agri-Life Program through a state government agency. The dietician holds classes locally several times a year through a no-cost government-sponsored program. The Associate was very pleased to learn about the free classes, and grateful that the Provider was onsite to connect to such valuable information. › An Associate was seeking comparative information on various prescription drug suppliers in order to find the most cost-effective option compatible with his insurance. The provider offered him a chart that broke down different options by cost and location, and explained the differences to the Associate. The Associate appreciated the Provider’s help, and stated that the information was exactly what was needed. › An Associate visited the Provider in order to obtain a counseling referral due to marital strife. The provider offered the Associate support and stress management techniques and referred the couple to the EAP to connect with a marriage counselor. The Associate returned shortly after to tell the Provider that Associate and Spouse used the counseling sessions and are both very pleased with the outcome. The couple is doing better, and the Associate is experiencing less stress and is better able to focus on work. Both Associate and spouse are thankful that the Provider was able to help connect them to services during their time of need. › An Associate was facing problems due to their current living situation and needed help finding an apartment. The Provider gave the Associate advice on the necessary steps and helped break down the moving process. The Associate was very happy with the advice provided, and was able to find an apartment within a week. › An Associate visited the Provider after having their utilities shut off at home. The Associate was facing financial difficulties and was unsure how to proceed. The Provider connected him with local resources and the utilities were soon turned back on. The Associate stated that everything worked out and was thankful for having the Provider Onsite. Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 15 Top Presenting Issues: Telephonic / Face-to-Face Case Issues EAP Services 1. Psychological 2. Partner/Relationship 3. Family/Child 4. Depressive Disorder FamilySource® 1. Moving 2. Childcare 3. Government Services 4. Elder Care Observations and Comments › ComPsych’s BOB shows consistent top presenting issues: For EAP: Psychological, Relationship/Partner and Family/Child For Work-Life: Moving, Childcare, Elder Care For Legal: Divorce/Separation, Civil issues and Real Estate For Financial: Mortgage and Debt, Credit Card Debt LegalConnect® 1. Divorce/Separation 2. Civil 3. Family Law 4. Bankruptcy & Landlord/Tenant FinancialConnect® 1. Budgeting 2. Mortgage issues 3. Credit Card Debt 4. Hardship calls Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 16 GuidanceResources® Online Usage Observations and Comments › ComPsych’s BOB shows: - Increased interest in Health & Wellness and Caregiving issues - Communicating with partner, finances, budgets and various legal information sought often › Increased use of multimedia content from last year Online Topics 1. Finding an Attorney 2. Finding Care 3. Communicating with Your Partner 4. Debt 5. Personal Finance Online Access Activity Type 1. Articles 2. Search Database 3. Assessments Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 17 EAP Case Closure Observations and Comments › Typical closure rates range from 60% to 80% depending on session model ›More acute cases across BoB in 2010, leading to lower closure rates within EAP › No cases requiring inpatient referrals 93% 7% 0% 90% 10% 0% 80% 100% 2009 2010 Resolved w/in Program Referred (Outpatient) Referred (Inpatient) Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 18 Other Value-Add Services Observations and Comments › Critical Incident services help associates regain sense of normalcy in the wake of traumatic events › Crisis Awareness Day & upcoming Benefits Open House will help to increase program awareness › Fall Lunch & Learn sessions will also increase awareness, while providing information on specific issues ComPsych’s top 20XX Training topics: › Stress: A Way of Life or a Fact of Life › EAP Orientation for Employees › Balancing Work and Life › Getting it All Done › Managing Holiday Stress CISM Incidents Type of Incident 20XX 20XX Q4 Associate Death 10 1 Family Member Death 1 0 # of Incidents 11 1 # of Attendees 53 0 Trainings and Health Fairs Training Sessions 20XX 20XX Q4 Communicating the Tough Stuff to Your Child 1 1 Establishing Bedtime Routines that Work 1 1 Helping Children Develop Strong Ethics & Values 1 1 Managing Holiday Stress 1 1 # of Health Fairs 9 2 Training feedback: › “Great topic and good discussion” › “Great job Colleen. Always great information” › “I liked the small group discussion and the interactive nature of this session” › “Great meeting! Learnt a lot!!!” Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 19 Next Steps › Vendor coordination on new benefits – training & cross-referrals - Staywell - Health & Wellbeing Vendor Summit › Communication plans – target Part-time Associates › Work-Life initiatives Copyright © 2012 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. 20 ComPsych Updates Act Now! › Get your program communications in order - New ComPsych branding for brochures, wallet cards and HelpSheetsSM - Review customer contacts to make sure ComPsych’s distribution list is up- to-date - Review communication channels – ComPsych has many tools/formats to support your needs GuidanceResources® Online Enhancements › New global sites: Belgium, Brazil, Czech Republic, Hong Kong, Hungary, India, Ireland, Korea, Netherlands, Poland, Portugal, Russia & Spain › New content: Health & Wellness articles & New Credit Card Rules Log In › ComPsych ResourceCenter (CRC) - Online portal giving program administrators access to information - Communication materials, program descriptions, utilization reporting - Discuss application for your organization with your account manager New ComPsych Offices › Toronto › London › Mumbai The ComPsych Experience—Our Guiding Principles A passion and dedication for our clients and our work that is second to none. A “Build-to-Suit” approach of innovative, cutting-edge programs uniquely designed for each client. A service orientation to always over-deliver on customer expectations. Impeccable integrity—demonstrated by our conduct in and out of the office. Demonstrated superior quality and value that forges long-term service relationships with our clients. STAY AHEAD of Workforce Issues Sample Communication Materials HigH-iMpaCt CoMMuniCationS Drive utilization Copyright © 2013 Compsych Corporation. all rights reserved. The Employee Program Brochure— Provides description of benefits and information on how to access services. Has an optional wallet card and mailing panel for home mailings. Announcement Letter— Announcement of the EAP to employees. Includes a brief explanation of services. Announcing the EAP Date Dear Employee: We are pleased to announce that ComPsych® is your new provider of GuidanceResources® services as of (date). information for personal and work-life issues. These services are provided at no charge to you. Your GuidanceResources services include: Life can be stressful. Your EAP is designed to provide short-term counseling services for you and your dependents to help you handle concerns constructively, before they become major issues. Call anytime about concerns such as marital, relationship and family problems; stress, anxiety and depression; grief and loss, job pressures and substance abuse. Work-Life Solutions Too much to do, and too little time to get it all done? The work-life specialists at ComPsych can do the care, college planning, home repair, buying a car, planning an event, selling a house and more. Legal Support With GuidanceResources, you have an attorney “on call” whenever you have questions about legal matters. Speak with on-staff licensed attorneys about legal concerns such as divorce, custody, adoption, real estate, debt and bankruptcy, landlord/tenant issues, civil and criminal actions and more. If you require representation, customary legal fees. Financial Information about budgeting, debt management, tax issues and other money concerns from on-staf Financial Planners® GuidanceResources® Online Go online to access timely, expert information on thousands of topics, including relationships, work, school, GuidanceResources is available to you 24 hours a day, 7 days a week. 1. Call 800.272.7255. You’ll speak to a counseling professional who will listen to your concerns and can guide you to the appropriate services you require. 2. Visit GuidanceResources Online at www.guidanceresources.com and enter your company ID: XXXXXX notice, please go to www.guidanceresources.com/privacy. fer to you. Call ComPsych ® GuidanceResources ® anytime for confidential assistance. Confidential Counseling Someone to talk to. This no-cost counseling service helps you address stress, relationship and other personal issues you and your family may face. It is staffed by Guidance Consultants—highly trained master’s and doctoral level clinicians who will listen to your concerns and quickly refer you to in-person counseling and other resources for: › Stress, anxiety and depression › Job pressures › Relationship/marital conflicts HigH-iMpaCt CoMMuniCationS Drive utilization Copyright © 2013 Compsych Corporation. all rights reserved. Wallet Card—Easy to carry reminder with contact info for GuidanceResources. The Employee Program Flyer— Provides description of benefits and information on how to access services available in multiple languages. (US Spanish and Canadian French displayed) Employee Poster—Annual poster to remind your employees of their GuidanceResources services Llame a ComPsych® GuidanceResources® en cualquier momento para obtener asistencia confidencial. Asesoramiento Confidencial Alguien con quien hablar. Este servicio gratuito de asesoría lo ayuda a manejar el estrés, las relaciones y otros problemas personales que usted y su familia puedan enfrentar. Cuenta con asesores de orientación—médicos altamente capacitados con nivel de maestría y doctorado quienes escucharán sus preocupaciones y rápidamente lo derivarán a la asesoría personal y a otros recursos para: › Estrés, ansiedad y depresión › Presiones laborales › Problemas con los hijos › Abuso de sustancias › Conflictos de › Duelo y pérdidas relaciones/matrimoniales Información Financiera y Recursos Descubra sus mejores opciones. Consulte por teléfono con nuestros Contadores Públicos Matriculados y Planificadores Financieros Certificados sobre una amplia gama de problemas financieros, incluyendo: › Cómo salir de las deudas › Planificación para el retiro › Consultas impositivas › Ahorros para la universidad › Problemas con tarjetas › Planificación de bienes de crédito o préstamos Soporte Legal y Recursos Información de expertos cuando usted la necesita. Consulte a nuestros abogados en el teléfono. Si necesita representación, lo derivaremos a un abogado calificado en su área para una consulta de 30 minutos con un descuento del 25% en los honorarios legales habituales posteriores. Llame para consultar acerca de: › Divorcio y derecho de familia › Acciones civiles y penales › Deuda y bancarrota › Contratos › Problemas entre › Transacciones con propietarios/inquilinos bienes inmuebles Equilibrio Trabajo y Vida Delegue su lista de cosas por hacer. Nuestros especialistas sobre la vida laboral realizarán la investigación por usted, ofreciendo referencias calificadas y recursos personalizados para: › Cuidado de niños y ancianos › Planificación para la universidad › Mudanzas y reubicaciones › Cuidado de mascotas › Compras de importancia › Reparaciones en el hogar GuidanceResources® Online El conocimiento en la punta de sus dedos. GuidanceResources Online es un sitio único donde podrá obtener información de expertos acerca de los problemas que HigH-iMpaCt CoMMuniCationS Drive utilization Copyright © 2013 Compsych Corporation. all rights reserved. Quarterly Posters, Monthly Calendars, Monthly HelpSheets and more— Timely, fun topics to improve your employees’ lives and remind them of their services. Available on the ComPsych ResourceCenter (CRC) GuidanceResources ® Copyright © 2013 ComPsych Corporation. All rights reserved. This document is the confi dential and proprietary information of ComPsych Corporation. Phone: XXX.XXX.XXXX TDD: 800.697.0353 Online: guidanceresources.com Your company Web ID: XXXXXX get free, confi dential counseling and support, 24/7, from your employee assistance program. Don’t Text and Drive You are 23 percent more likely to crash if you text while driving. Texting while driving is the most alarming distraction, because it takes your hands off the wheel and your eyes and mind off the road. Stay safe behind the wheel: › Don’t engage in activities such as using a phone, texting, eating, drinking, grooming, reading maps or adjusting music players while driving. › Set clear rules for all family members, especially teenagers. › Visit www.distraction.gov for more information on distracted driving. ComPsych® GuidanceResources® Copyright © 2013 ComPsych Corporation. All rights reserved. December 2013 For more information on this and other topics contact GuidanceResources® or your HR department. Eat a Red Apple Day Patriot Day 1st day of autumn Pearl Harbor Day 1st crossword puzzle published in 1913. Christmas Day New Year’s Eve Human Rights Day Last day of Hanukkah Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 Financial Review Time CoNFiDENTiAL SuPPoRT, ExPERT iNFoRMATioN AND vALuAbLE RESouRCES FoR EvERY ASPECT oF YouR LiFE, AT No CoST To You, 24 HouRS A DAY, 7 DAYS A WEEk. Hi NEiGHboR MoNTH – READ A NEW book MoNTH – uNivERSAL HuMAN RiGHTS MoNTH – WRiTE To A FRiEND MoNTH MoNEY MATTERS Start the New Year right; assess the state of your finances. › Revisit your budget. Are you spending too much? Where can you cut back? Small daily expenditures (coffee, snacks) can add up fast. › Stay up-to-date. Make sure checking accounts are balanced, HigH-iMpaCt CoMMuniCationS Drive utilization Copyright © 2013 Compsych Corporation. all rights reserved. GuidanceResources Online— Tools, resources and information with localized and relevant information worldwide. GuidanceResources® Online HigH-iMpaCt CoMMuniCationS Drive utilization Copyright © 2013 Compsych Corporation. all rights reserved. Custom posters, postcards, magnets, HelpSheets, etc. available on request. Additional Communications Financial ResouRces We’re Here for You Around the Clock Free 24/7 Start FreSH Explore your options and find answers. Contact your GuidanceResources® program for confidential support, expert information and valuable resources for all of life’s issues. Services are available 24/7, at no cost to you. Copyright © 2013 Compsych Corporation. all rights reserved. Compsych® guidanceresources® Call: XXX.XXX.XXXX TDD: 800.697.0353 Online: guidanceresources.com Your company Web ID: XXXXXX Copyright © 2013 Compsych Corporation. all rights reserved. Call: XXX.XXX.XXXX TDD: 800.697.0353 Online: guidanceresources.com Your company Web ID: XXXXXX Compsych ® guidanceresources ® get going! Don’t let everyday problems and stressors stand in your way. Get the confi dential support and resources you need to make the most of your life. Your GuidanceResources ® program offers free and confi dential support 24 hours a day, 7 days a week. Focus on what’s important. Contact your GuidanceResources ® program for confidential support, expert information and valuable resources for all of life’s issues. Services are available 24/7, at no cost to you. Copyright © 2013 Compsych Corporation. all rights reserved. Compsych ® guidanceresources ® Call: XXX.XXX.XXXX TDD: 800.697.0353 Online: guidanceresources.com Your company Web ID: XXXXXX Capture Joy Contact your GuidanceResources® program for free, confidential support and resources, 24 hours a day and 7 days a week, to help you manage life’s issues. Call: XXX.XXX.XXXX TDD: 800.697.0353 Online: guidanceresources.com Your company Web ID: XXXXXX Compsych® © 2013 ComPsych Corporation. All rights reserved. This information is for educational purposes only. It is always important to consult with the appropriate professional on medical, legal, behavioral or other issues. As you read this information, it is your responsibility to make sure that the facts and ideas apply to your situation. 2014 Personal Development/Work-Life Topics ComPsych® workshops provide valuable learning for employees, and can help increase visibility and utilization of the GuidanceResources® benefit. Topics are designed and written by our internal staff of training experts, which includes psychologists who specialize in adult education. Through focused content and interactive facilitation, these 45-60 minute programs are informative and engaging. Most topics can be offered as either face-to-face sessions or via live webinar. For face-to-face sessions, we have a contracted network of facilitators throughout the country who primarily have backgrounds in behavioral health fields. Live webinars are facilitated by our corporate staff of professional trainers and subject matter experts. A minimum of 30 days is requested for scheduling sessions to ensure the training date is available and to secure the most qualified facilitator for the selected topic. A minimum of eight participants and a maximum of 25-30 participants are recommended. GuidanceResources® Program Orientation Employee and supervisory orientations are an integral part of ComPsych’s program. Based upon customer needs, employee locations, and population concentration, along with HR policies, ComPsych will help facilitate a smooth schedule for program roll-out or to reintroduce the services. The purpose of these orientations is to introduce the services, stress the professional and confidential nature of the benefit, and relate the methods of accessing help. Personal Development/Work-Life Workshops Parenting Building Your Child’s Self-Esteem Communicating the Tough Stuff to Your Child: Drugs, Alcohol, Sex and Peer Pressure Discipline That Works The Emotionally Healthy Teen: Dealing with Issues of Substance Abuse, Depression, Suicide and Eating Disorders Encouraging Kids to be Active Establishing Bedtime Routines That Work Extracurricular Activities: How Much is Too Much Helping Children Develop Strong Ethics and Values Helping Your Child Set Goals for the Future Helping Children Cope with Grief Kids and Computers: Becoming a Cyber Savvy Parent (Webinar Only) Kids and Meals: It Doesn’t Have to Be a Battleground No Such Thing as Perfect Parent Parenting a Child with Special Needs* Parenting Toddlers Parenting Your College Age “Kids” Raising Children in a Diverse World School’s Out: Getting Everyone through the Summer Sibling Rivalry Standing Tall: Handling Bullies Teaching Your Kids How to Manage Money Teenage Rebellion The Parent as Role Model The Successful Single Parent Older Adult Care Caring From a Distance 2 © 2013 ComPsych Corporation. All rights reserved. This information is for educational purposes only. It is always important to consult with the appropriate professional on medical, legal, behavioral or other issues. As you read this information, it is your responsibility to make sure that the facts and ideas apply to your situation. Resilience Coping with a Crisis or Traumatic Event* How to Receive Criticism and Make it Work for You The Impact of Attitude on Work and Life Living with Change Moving Through Grief and Loss Preparing for Financial Emergencies* Resiliency: Bouncing Back After a Setback Stress: A Way of Life or a Fact of Life Where Are You Going? Goal Setting for Personal and Professional Success Legal And Financial 10 Strategies for Improving Your Finances After the Holidays: Managing That Debt Are You Financially on Track for Retirement? Basics of Estate Planning Distribution Options for Retirement Plans* Financial Considerations for the Sandwich Generation Financial Planning for Life Getting The Best Value out of Your Health Benefits (webinar only)* Managing Personal Finances New Realities in Home Ownership Options for Financing College Paying Off Debt While Building Wealth The Finances of Purchasing Your Own Home The Five Pillars of Personal Finance The Impact of Foreclosure The Importance of Participating in Your Employer’s Retirement Plan Understanding the Importance of Credit in today’s Economy Behavioral Health And Wellness Connecting Mind and Body for Healthy Living Coping with Compassion Stress* Developing Will Power and Self Control to Change Behavior Emotional Eating: The Connection between Mood and Food From Smoker to Smoke Free (Webinar Only) Happiness: A Key to Life’s Satisfaction Healthy Lifestyles: Changing the Way You Think About Diet and Exercise The Impact of Shift Work on Mind and Body Learning to Relax Managing Holiday Stress © 2014 ComPsych Corporation. All rights reserved. This information is for educational purposes only. It is always important to consult with the appropriate professional on medical, legal, behavioral or other issues. As you read this information, it is your responsibility to make sure that the facts and ideas apply to your situation. Executive Coaching Overview Overall Approach We believe that executive coaching is most effective when used as a component of a larger plan to improve the performance of a leadership team member. Therefore, our approach starts with an analysis of goals that have been set by the organization in conjunction with the leader who is to be coached. We then formulate a coaching plan designed to help the leader achieve those goals which have been pre-defined by the organization. As depicted above, we believe that before coaching begins, the leader must first understand what his or her performance improvement goals are, and how both he/she and the organization will measure progress toward those goals. From that understanding, we work with the leader to establish a coaching schedule. We then use a combination of the leader’s self-assessment and our observations during skill-practice sessions to evaluate the impact that coaching is having, and we revise the schedule/ plan as necessary based on such evaluation. Best Practice Recommendations Our experience shows that executive coaching is most successful when the following considerations have been taken into account: • The leader understands clearly what the consequences will be if goals are not met and performance does not improve. In some cases this simply means that there will be a limit to how far the leader can “move up the ladder” in the organization. In other cases, it may mean disciplinary action up to and including termination. Whatever the consequences are, they must be clearly explained to the leader by the organization, and the leader must believe that the organization will implement them if goals aren’t met. • Participation in the coaching program is completely voluntary, and the leader may choose to end the coaching arrangement at his or her sole discretion. • Coaching conversations are kept completely confidential, between the leader and the coach. The coach may inform the organization about whether or not the leader is participating in the plan as agreed, but sharing of any specifics of the coaching conversation is at the sole discretion of the leader who is being coached. 1. Identify Performance Improvement Goals and Measurements 2. Establish Coaching Schedule/ Plan 3. Evaluate Results © 2014 ComPsych Corporation. All rights reserved. This information is for educational purposes only. It is always important to consult with the appropriate professional on medical, legal, behavioral or other issues. As you read this information, it is your responsibility to make sure that the facts and ideas apply to your situation. Procedures and Logistics Coaching sessions last 45-60 minutes, and can be conducted in person or via telephone. We recommend at least one in-person session to get the process started, with the remaining sessions scheduled in either format, as agreed in advance by all parties involved. The duration of the coaching arrangement and frequency of sessions will depend on the performance goals and measurement. That said, a typical arrangement would be for a total of 6 coaching sessions (one per month for a 6-month duration). We “assign” homework, and believe that the one month gap between sessions allows the leader to practice skills discussed in real-life situations. Cost Each coaching session costs $300. For face to face sessions, we bill for travel expenses from Chicago. Running on E: Adding Energy and Passion to Your Work and Life Sleep, an Essential Component of Health and Well-Being Staying Young through the Years Suicide Awareness* Understanding Depression* Family And Relationships Building Strong Relationships with Your Adult Children* Communication Skills for Families Communicating Without Conflict with Your Significant Other Enjoying Your Empty Nest Helping a Loved One through Difficult Times The Impact of Substance Abuse on the Family Life after Divorce: Landing on Your Feet Making the Most of Family Occasions Planning a Family Vacation Rewards and Challenges of the Blended Family When Mom and Dad Move in With You Single After All These Years Training and Consulting Guidelines and Policies To request training services there are a variety of options: > Through your Account Manager > Directly with the Training and Consulting Department > Online at the ComPsych ResourceCenterSM or through GuidanceResources® Online > Training must be scheduled a minimum of 30 days in advance. Sessions may be scheduled from 7 a.m. to 7 p.m. Contracted Training Sessions All work and life topics are designed to be one hour in length and count as one training session against your contracted number of sessions. Any requests of less than one hour in duration will still be counted as one session. Same-day training sessions must run consecutively, unless otherwise mutually agreed upon. Professional and management development and consulting services are not included in the contracted training number. Cancellation of Services Five business days’ notice is required for cancellation of all previously scheduled sessions. *New for 2014 Talking About the Tough Subjects with Your Parent or Older Loved One The Sandwich Generation: Balancing Your Personal Life with the Needs of Your Older Parents or Loved Ones When Someone You Love Has Alzheimer’s Personal Development The Art of Patience* Awakening the Passion in Your Life Balancing Work and Life Being Accountable in Work and Life Becoming a Team Player Becoming a Better Listener Bringing Out the Best in Others Building Trust The Confident You: Taking Charge of Your Life Cutting through the Clutter Developing Creativity Effective Communication Emotional Intelligence* Friendly Persuasion: How to Get the Things You Want How to Be More Engaged at Work How to Deal with a Difficult Person How to Make a Habit of Success Improving Your Memory Initiating Difficult Conversations Know Before You Go: How to Prepare for a Visit to the Doctor (webinar only)* Learning to Say “No” Letting Go of the Things That Hold You Back Managing Your Emotions in the Workplace Mindfulness: Being Present in Your Work and Life Moving From School to Career Overcoming Procrastination Overcoming Shyness Road Warrior’s Survival Guide: Issues for Business Travelers (webinar only) Sailing On: A Guide to Transitioning into Retirement Social Media Do’s and Don’ts* (webinar only) Time Management Tools: To-Do Lists, Calendars, and Smartphones Time Management Principles Using Reason to Resolve Conflict *New for 2014 guidanceresources® Copyright © 2013 Compsych Corporation. all rights reserved. Ideas for Living Bright ideas Call: xxx.xxx.xxxx TDD: 800.697.0353 Online: guidanceresources.com Web ID: xxxxxx Copyright © 2013 Compsych Corporation. all rights reserved. For all of life’s challenges, from your GuidanceResources® program Find balance. Contact your GuidanceResources® program for con dential support and resources. Call: xxx.xxx.xxxx TDD: 800.697.0353 Online: guidanceresources.com Web ID: xxxxxx Copyright © 2013 Compsych Corporation. all rights reserved. review savings and investments, pay bills on time to avoid penalties and late fees. › Look ahead. Start gathering tax records. Plan for necessary purchases. Keep up with retirement accounts. Get the jump on next year’s holiday spending by starting a holiday savings plan now. Ongoing Communications Ways to Save on Your Summer Vacation Despite expected higher prices for gasoline and airline tickets, you can cut your travel costs by following these money-saving strategies. Air Travel Compare prices at multiple airports near your destination. It may be worth driving an hour to save on airfare. Travel midweek for the lowest rates. If you’re flexible, check airline websites or sign up for e-mail alerts for last-minute deals. Avoid baggage fees by using a carry-on. Check out credit cards that offer frequent flyer miles. Driving Driving may be cheaper than flying for destinations that are up to eight hours away. Boost your mileage by doing routine maintenance and making sure your tires are properly inflated. Carry snacks, drinks and lunch in a cooler to cut food expense along the way. Accommodations If you are traveling with a group, renting a house or apartment is often less expensive than getting two hotel rooms. You can also save by preparing some of your own meals. Other alternatives include hostels, house swapping, bed and breakfasts, camping or staying in park lodges and cabins. Urban Vacations See the city like a local by using public transportation. Most large cities have inexpensive airport transit, and single and multi-day bus and rail passes. If you do drive, make sure parking is included in your hotel rate. Many museums have free admission days, or sell passes for admission to several museums. Check the city’s tourism website for free or low-cost attractions. Car Rentals Check for deals and discounts through your motor club, AARP, credit card or other membership. Rental fees are usually higher at the airport than at downtown or hotel locations. Most people are already covered by their own policies and can decline the optional insurance coverage. More Tips Many amusement parks offer season passes or discounts for state residents. Check websites for multi-day and multi-park deals. Look for discounts available through your work, auto club membership, AARP and state tourism websites. Additional Information This information is brought to you by ComPsych ® GuidanceResources ® . This company- sponsored benefit offers confidential help and support 24 hours a day, 7 days per week, at no cost to you or your immediate family. Our Guidance Consultants can assist you with your concerns at: Online: www.guidanceresources.com Enter your company ID: GuidanceResources ® Copyright © 2011 ComPsych Corporation. All rights reserved. This information is for educational purposes only. It is always important to consult with the appropriate professional on medical, legal, behavioral or other issues. As you read this information, it is your responsibility to make sure that the facts and ideas apply to your situation. Ready, Set, Move! Moving can be stressful. Plan at least six weeks in advance for a smooth move. Packing Tips › Sell, donate or discard items you no longer use. You’ll have fewer items to move. › Stock up on supplies. If you are packing yourself, you’ll need boxes, tape, markers, scissors or box cutters, bubble wrap and newspaper. › Label every box by room and contents. Mark delicate items as “Fragile.” › Pack “open me first” boxes with essential items you’ll need right away › For electronics, label ports and wires. Use antistatic packing bubbles; materials that conduct electricity can cause damage. Label the box as fragile and indicate which end is up. Helping Children Adjust to the Move › Talk about the move with them. Explain why you are moving, answer their questions about the move and let them know that it is normal to feel scared or sad about moving. › Help your children say goodbye to friends, places and their rooms. › Involve your children. Help them find your new home on a map. Let them help care for younger siblings, pets or plants during the move. › Set up your child’s room first, if possible. › Try to keep family routines and rituals as normal as possible to alleviate stress. › Encourage children to build new friendships by joining a playgroup or signing them up for community-based activities. And Don’t Forget to… › Register your change of address at the Post Office. › Provide your new address to all companies that send you regular mail and bills. › Sign up for utilities, phone and cable service at your new address. › Enroll your children at their new school and transfer their records. › Provide your employer with your new address. Additional Information This information is brought to you by ComPsych ® GuidanceResources ® . This company- sponsored benefit offers confidential help and support 24 hours a day, 7 days per week, at no cost to you or your immediate family. Our Guidance Consultants can assist you with your concerns at: Online: www.guidanceresources.com Enter your company ID: GuidanceResources ® Copyright © 2011 ComPsych Corporation. All rights reserved. This information is for educational purposes only. It is always important to consult with the appropriate professional on medical, legal, behavioral or other issues. As you read this information, it is your responsibility to make sure that the facts and ideas apply to your situation. más lo preocupan..las relaciones, el trabajo, la escuela, los niños, el bienestar, cuestiones legales, financieras, el tiempo libre y más. › Artículos oportunos, HelpSheetsSM, tutoriales, videos en directo y auto evaluaciones › Respuestas personales a sus preguntas por medio del servicio “Pregunte a los expertos” › Cuidado de niños, cuidado de ancianos, búsquedas de abogados y planificadores financieros Sólo tiene que llamar o hacer clic para acceder a sus servicios. Copyright © 2011 Corporación ComPsych. Todos los derechos reservados. Este documento es información confidencial y patentada de ComPsych Corporation. Para ver el anuncio de privacidad de HIPAA de ComPsych , por favor vaya a www.guidanceresources.com / privacy. Impreso en papel 50% reciclado producido con 100% de energías renovables Los problemas personales, la planificación de eventos de la vida o simplemente la administración de la vida cotidiana pueden afectar su trabajo, salud y familia. ComPsych® GuidanceResources® ofrece apoyo, recursos e información para problemas personales y de la vida laboral. GuidanceResources es un programa patrocinado por la compañía, confidencial y sin cargo alguno para usted y sus dependientes. Este volante explica cómo GuidanceResources puede ayudarlo a usted y a su familia a enfrentar los desafíos cotidianos. Llame al: XXX.XXX.XXXX TDD: 800.697.0353 En línea: guidanceresources.com ID Web de su compañía: XXXXX Contact your GuidanceResources® program for confidential support, expert information and valuable resources for all of life’s issues. Services are available 24/7, at no cost to you. Copyright © 2013 Compsych Corporation. all rights reserved. Compsych® guidanceresources® Call: XXX.XXX.XXXX TDD: 800.697.0353 Online: guidanceresources.com Your company Web ID: XXXXXX Ready to change? Appelez ComPsych ® GuidanceResources ® quand vous le souhaitez pour de l’aide confidentielle. Conseils Confidentiels Quelqu’un à qui parler. Ce service de conseils gratuits vous aide à aborder les problèmes de stress, de relations ainsi que d’autres problèmes personnels auxquels vous et votre famille peuvent être confrontés. Il est composé de consultants d’orientation des cliniciens de niveau maîtrise et doctorat parfaitement formés qui seront à l’écoute de vos soucis et qui pourront vous orienter vers un conseil individuel et d’autres ressources : › Chagrin et pertes d’êtres chers › Pressions au travail › Conflits relationnels/conjugaux › Stress, anxiété et dépression › Abus d’alcool ou d’autres drogues › Problèmes avec les enfants Informations et Ressources Financières Découvrez vos meilleures options. Parlez au téléphone avec nos experts comptables et nos planificateurs financiers agréés sur un large éventail de problèmes financiers, notamment : › Désendettement › Planification de retraite › Questions fiscales › Économiser pour les études › Problèmes de carte de crédit des enfants ou d’emprunt Aide et Ressources Juridiques Des infos quand vous en avez besoin. Parlez à nos avocats par téléphone. Si vous avez besoin d’être représenté(e), nous vous orienterons vers un avocat qualifié de votre région que vous pourrez consulter gratuitement pendant 30 minutes et vous pourrez bénéficier par la suite d’une remise de 25 % sur les honoraires d’avocats habituels. Appelez-nous pour : › Droit du divorce et de la famille › Transactions immobilières › Dettes et banqueroute › Contrats › Problèmes entre › Poursuites civiles ou propriétaires et locataires criminelles Solutions Travail/Vie Personnelle Déléguez votre liste des « tâches à accomplir » . Nos spécialistes des problèmes de travail/vie personnelle feront des recherches pour vous en vous orientant vers des ressources qualifiées et personnalisées pour : › Garde d’enfants › Préparation pour le collège › Déménagement et réinstallation › Réparations à la maison › Garde de personnes âgées GuidanceResources ® Online Des connaissances à portée de main. GuidanceResources Online est votre guichet unique pour des informations d’experts sur les problèmes qui vous préoccupent le plus… relations, travail, école, enfants, bien-être, juridique, finances, temps libre, et bien d’autres encore : › Articles pertinents, HelpSheets SM › Réponses personnelles à vos questions de type « Demandez à l’expert » Pour accéder à vos services, appelez ou cliquez. Copyright © 2011 ComPsych Corporation. Tous droits réservés. Ce document contient des informations confidentielles et de nature exclusive à ComPsych Corporation. Pour consulter la déclaration HIPAA sur la vie privée de ComPsych, veuillez visiter la page www.guidanceresources.com/privacy. Imprimé sur du papier recyclé post-consommation à 50 % et produit en faisant appel à de l’énergie 100 % renouvelable. Des problèmes personnels, la préparation d’événements stressants ou la simple gestion de la vie quotidienne peuvent affecter votre travail, votre santé et votre famille. ComPsych ® GuidanceResources ® offre de l’aide, des ressources et des informations pour les problèmes d’ordre personnel et professionnel. GuidanceResources est parrainé par des entreprises, est confidentiel et vous est offert gratuitement ainsi qu’aux personnes à votre charge. Ce prospectus explique comment GuidanceResources peut vous aider, vous et votre famille, à affronter les défis quotidiens. Tél : XXX.XXX.XXXX ATS : 800.697.0353 Allez en ligne : guidanceresources.com Votre entreprise ID Web : XXXXX Your ComPsych® GuidanceResources® Program CALL ANYTIME Call: XXX.XXX.XXXX Online: guidanceresources.com TDD: 800.697.0353 Company ID: XXXXX Confidential support, information and resources for all of life’s challenges. Copyright © 2011 ComPsych Corporation. All rights reserved. Announcing the EAP › Grief and loss › Problems with children › Substance abuse Financial Information and Resources Discover your best options. Speak by phone with our Certified Public Accountants and Certified Financial Planners on a wide range of financial issues, including: › Getting out of debt › Retirement planning › Credit card or loan problems › Estate planning › Tax questions › Saving for college Legal Support and Resources Expert info when you need it. Talk to our attorneys by phone. If you require representation, we’ll refer you to a qualified attorney in your area for a free 30-minute consultation with a 25% reduction in customary legal fees thereafter. Call about: › Divorce and family law › Real estate transactions › Debt and bankruptcy › Civil and criminal actions › Landlord/tenant issues › Contracts Work-Life Solutions Delegate your “to-do” list. Our Work-Life specialists will do the research for you, providing qualified referrals and customized resources for: › Child and elder care › College planning › Moving and relocation › Pet care › Making major purchases › Home repair GuidanceResources ® Online Knowledge at your fingertips. GuidanceResources Online is your one stop for expert information on the issues that matter most to you... relationships, work, school, children, wellness, legal, financial, free time and more. › Timely articles, HelpSheets SM , tutorials, streaming videos and self-assessments › “Ask the Expert” personal responses to your questions › Child care, elder care, attorney and financial planner searches Just call or click to access your services. Copyright © 2011 ComPsych Corporation. All rights reserved. This document is the confidential and proprietary information of ComPsych Corporation. To view the ComPsych HIPAA privacy notice, please go to www.guidanceresources.com/privacy. Printed on 50% post-consumer recycled paper produced with 100% renewable energy. Personal issues, planning for life events or simply managing daily life can affect your work, health and family. ComPsych ® GuidanceResources ® provides support, resources and information for personal and work-life issues. GuidanceResources is company-sponsored, confidential and provided at no charge to you and your dependents. This flyer explains how GuidanceResources can help you and your family deal with everyday challenges. Call: XXX.XXX.XXXX TDD: 800.697.0353 Go online: guidanceresources.com Your company Web ID: XXXXX Your ComPsych ® GuidanceResources ® Program CALL ANYTIME Call: XXX.XXX.XXXX TDD: 800.697.0353 Online: guidanceresources.com Your company Web ID: XXXXX Copyright © 2011 ComPsych Corporation. All rights reserved. ComPsych® GuidanceResources® Call: XXX.XXX.XXXX Your ComPsych® GuidanceResources® Program ComPsych® GuidanceResources® Program “Whenever I have questions or need help, I call GuidanceResources for confidential information and assistance.” 26074 28318 44.8% 29 2552 44.8% 26074 26074 27 14 23 226 238 21 4 3165 Q2 4 Q4 81 0 6 17 4 11 8 3666 Q1 Q3 28556 Fort Collins, CO 80525 2.6 Employee group: All Employees Provider group: Active EAP Providers ZIP codes included are from the Employee group Fort Collins, CO 80524 1.4 Macri-Lind, Valarie LMFT 1148 E Elizabeth Street Fort Collins, CO 80524 1.4 Molzer, Laura LMFT 1148 E Elizabeth Street Fort Collins, CO 80524 1.4 Employee group: All Employees Provider group: Active EAP Providers ZIP codes included are from the Employee group Fort Collins, CO 80521 0.3 Hancock, Charles LPC 503 Remington Street Fort Collins, CO 80526 0.3 Landis, Julia LPC 503 Remington Street Fort Collins, CO 80524 0.3 Employee group: All Employees Provider group: Active EAP Providers ZIP codes included are from the Employee group > City of Venice, Florida > City of Wilson, North Carolina > County of Beaufort, South Carolina > Department of Homeland Security > Durham County, North Carolina > El Paso County Government > El Paso Independent School District > Fairfax County Public Schools, Virginia > Federal Law Enforcement Training Center > Internal Revenue Service > Lake County, Illinois > Larimer County, Colorado > Lee County, Florida > Montgomery County Agencies, Maryland > Pasco County Board of County Commissioners > Pinellas County Sheriff’s Office > Salt Lake City, Utah > States of Arkansas, Arizona, Idaho, Kansas, Missouri and Nevada > Town of Cary, North Carolina > Wake County, North Carolina > Winston-Salem/Forsyth County Schools unparalleled service and customer partnership, ComPsych stands alone as the leader in providing build-to-suit integrated GuidanceResources worldwide.