D.02 REPORTING REQUIREMENTS.docx

ATTACHMENT

D.2 REPORTING REQUIREMENTS

Reporting Requirements

a. The following reports are required to be submitted electronically.

b. The Contractor shall provide the monthly, quarterly, bi-annual, and annual reports within ten business days following the end of the reporting period, The Contractor should designate if it is a standard claim, or the claim is filed under a presumption law, and if so which law.

certified invoice, complete with backup and analyses for all work completed in performance of this contract.

Performance Requirements

Summary

improvements made in response to comments, and any trend analysis related to comments received

Monthly

Contracting Officer

(C) Open Claims Report by Hanford Site Contractor/ SubContractor of all open claims. The reports shall include: claim number, claimant name, date of injury, type of injury, date received by Contractor, body part, reserves, payments to date, status, days open, adjusters name.

Quarterly Contracting Officer

Current covered Site Contractor(s) receive their claims only

Contracting Officer

Current covered Site Contractor(s) receive a report of their claims only

(E) EEOICPA

Hours Hourly charges for EEOICPA records requests shall be supported by an accounting of the actual time spent (in 10 minute increments) performing this service for each request, itemized by claim number

Monthly

Contracting Officer

ASAP drawdown amounts, void/stop pay/return details, and backup documentation

(G) Check Register Report of payments made during the month. Such reports shall include the check number, payee, type of payment, amount, check date, file number, claimant name, date of service, and the beginning and ending balance of the account.

Contracting Officer and DOE-Hanford Finance

(H) Pensioner List and Variance Analysis List of pensioners and variance analysis of quarterly pension payments. Submit payment recommendation with supporting documentation, and, upon approval, make payment to L&I. Upon payment, send formal correspondence to DOE-Hanford Finance containing evidence of payment

Quarterly

Section D Attachment D.2 Solicitation # 89303923REM000008 DOE-HANFORD Workers' Compensation Third-Party Administrator

(I) Quarterly Report for Self-Insured Business Complete the Quarterly Report for Self-Insured Business form, submit form and supporting documentation to DOE-Hanford Finance for approval, and, upon approval, make payment to L&I. Upon payment, send formal correspondence to DOE-Hanford Finance containing evidence of payment.

(J) Banking Reconciliation Provide quarterly Banking Reconciliations to DOE-RL Finance

Hanford Finance

(K) Offsite Medical Treatment Costs Report offsite medical treatment costs incurred by the Hanford Site Occupational Medical Provider and PNNL Occupational Medical Provider, associated with an accepted workers’ compensation claim.

(L) Legal Services Claims with outside counsel, to include the below and others as appropriate:

· Current Status

· Assigned Counsel

· Projected Results

· Cost of Services (Detailed Breakdown)

· Final Outcome Report should include a field to segregate claims allowed under presumptions applied by Washington law with statutory reference.

DOE Counsel and Contracting Officer

liabilities on all claims.

Semi-annually Contracting Officer and DOE Hanford Finance

(N) Penalties Penalties paid indicating the reason for the penalty, whether it is valid and/or in dispute, and the party responsible for the penalty.

numbers, average length, and costs of injuries by injury types/nature, etc.; of claims. Report should include a field to segregate claims allowed under presumptions applied by Washington law with statutory reference.

(P) Rehabilitation Claims assigned to Vocational Services, current status, and projected results and cost of services.

Semi-annually Contracting Officer

(Q) Claims Status Fiscal Year Graphs (Site and by Contractor) to include the below and others as appropriate:

· Total Incurred Cost

· Claim Cost by Pay Type

· Average Cost per Claim Type

· Claims Opened and Denied by Claim Type

· Claims Filed/Claims Closed Ratio

· Allow/Denied Ratio

· Claims by Loss Nature

Annually

(R) Records Inventory and Disposal Schedules

Identifies active records and approved schedule for disposition of records

Review Annually

Contracting Officer and RL Records Manager

(S) Legal Management Plan

See Attachment D.4 60 Days After Contract Award

DOE Counsel and Contracting Officer

(T) Quality Assurance Program

See Attachment D.5 60 Days After Contract Award/ Review Annually

(U) Continuity of Operations Plan (Contracting OfficerOP) (applicable to CRD 150.1)

See Section D.8 60 Days After Contract Award

(V) Declaration of Readiness

Award