HomeMy WebLinkAboutItem 19 - Approve Agreements for 2023 Employee BenefitsHuman Resources
www.santa-ana.org/hr
Item # 19
r City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 6, 2022
TOPIC: Approve Agreements for 2023 Employee Benefits
AGENDA TITLE:
Approve Agreements with Pre -Paid Legal Services, Inc., dba LegalShield to Provide
Identity Theft Services and United Pet Care, LLC to Provide Pet Care Insurance for 2023
Employee Benefits
RECOMMENDED ACTION
1. Authorize the City Manager to execute an Agreement with Pre -Paid Legal Services,
Inc., dba LegalShield, for identity theft services, effective January 1, 2023 through
December 31, 2023, with automatic renewals (for additional one (1) year terms),
subject to non -substantive changes approved by the City Manager and City Attorney.
2. Authorize the City Manager to execute an Agreement with United Pet Care, LLC, for
pet care insurance, effective January 1, 2023 through December 31, 2023, with
automatic renewals (for additional one (1) year terms), subject to non -substantive
changes approved by the City Manager and City Attorney.
DISCUSSION
Keenan, the City's Benefits Broker, assisted in a market study to compare services and
rates for supplemental insurance plans. Among the supplemental insurance available,
staff selected identity theft protection services and pet insurance as plans that would
provide additional benefits to City employees. LegalShield provides identity theft
protection services including credit bureau, public records, and web monitoring, identity
restoration, financial protection, and cybersecurity and device protection. Pet insurance
differs from medical insurance in that it offers a discount at the point of sale for those
veterinarians who are members in the plan.
The City does not contribute monies toward these additional benefit options; that is,
employees are solely responsible for any and all premiums for identity theft services and
pet insurance.
Approve Agreements for 2023 Employee Benefits
September 6, 2022
Page 2
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
The costs of the supplemental benefits are born entirely by the employees who elect to
participate in the plans. There are no setup or maintenance fees.
EXHIBIT(S)
1. Agreement with Pre -Paid Legal Services, Inc.
2. Agreement with United Pet Care, LLC
Submitted By: Jason Motsick, Executive Dir Human Resources
Approved By: Kristine Ridge, City Manager
1) LegalShield-
1. Employer. City of Santa Ana , a charter city and municipality formed
in the state of California (the "Employer") enters this agreement
("Agreement") with Pre -Paid Legal Services, Inc., dba LegalShield ("LegalShield" or
"Company"), an Oklahoma corporation, for identity theft services to be offered to its
employees as an employee benefit.
2. Term of Agreement. This Agreement is effective on January 1, 2023 and is for
1 year(s). After the initial term, this Agreement will automatically renew for additional one- year
terms. If either party does not want the Agreement to renew then either party shall give the other
party at least thirty (30) days prior written notice.
3. Eligibility and Enrollment. All full time and part time employees working twenty (20) plus hours
a week are eligible to enroll. Employees may enroll in the group identity theft plans ("Services
Plans") annually during the Employer's open enrollment. The Employee ("Member") must enroll for
a period of one year.
4. Payment. The rate for the group identity theft Service Plan is $ 14.05 per month per
Employee for the family plan or $ 7.45 per month for an individual plan. Each month,
the Employer will provide the Company with a Member file list and payment for each Member.
5. Indemnity. Each party agrees to indemnify the other party and their affiliated companies from any
and all claims, losses, damages and causes of action. This includes, with no limits, all expenses, costs,
and attorney fees that may occur as a result of the other party's failure to meet the provisions of the
Agreement or from a ny negligent acts or omissions of the party. The Party seeking to be indemnified
(the "Indemnified Party") shall give the other party (the 'Indemnifying Party") prompt written notice
of any claim subject to indemnification; provided that the Indemnified Party's failure to promptly
notify the Indemnifying Party shall not affect the Indemnifying Party's obligations hereunder except
to the extent that the Indemnified Party's delay materially prejudices the Indemnifying Party's ability
to defend such claim. The Indemnifying Party shall have the right to defend against any such claim
with counsel of its own choosing and to settle such claim as the Indemnifying Party deems
appropriate, provided that the Indemnifying Party shall not enter into any settlement that assesses
blame against the Indemnified Party without the Indemnified Party's prior written consent. The
Indemnified Party agrees to reasonably cooperate with the Indemnifying Party in the defense and
settlement of any such claim, at the Indemnifying Party's expense.
6. The following are eligible for services under the family Identity Theft Plan, except as otherwise
provided in the family Identity Theft Plan:
a. The Employee ("Named Member" or "Participant").
b. The Named Member's spouse or domestic partner.
OFFERED BY:
PRE -PAID LEGAL SERVICES, INC.,
or its applicable subsidiaries
ONE PRE -PAID WAY - P.O. BOX 145
ADA, OKLAHOMA 74820
1-888-807-0407
LS-591(08/20)
c. Monitoring services for up to ten (10) eligible dependent children under the age of 18 of the
Named Member or Named Member'spouse ordomestic partner. Consultation and Restoration
Services for eligible dependent children under the age of 26. Identity Fraud Protection Plan
("Protection Plan") for dependents subject to the complete terms, coverage, conditions, and
limitations under the Protection Plan.
7. Services Plans. The Company will provide the Services described in the Identity Theft Overview
attached as Exhibit A to this Agreement to enrolled Employees in return for the Member's Services
Plans membership fee.
8. No change in the Services Plans shall be valid until approved by an officer of the Company and
endorsed on or attached to the Agreement. No agent can change the Agreement or Services Plans or
waive any of its provisions. A 30-day notice will be given should there be any change in the Services
Plans.
9. Settlement of Disputes. The courts of the State of Delaware shall have jurisdiction to resolve
any disputes that arise under this Agreement, and each party consents to such jurisdiction, and to
venue in such courts.
10. Notice. All notices under this Agreement must be in writing and shall be deemed to have been duly
given and received when (a) delivered by hand (with written confirmation of receipt); (b) sent by email
(with written confirmation of receipt), provided that a copy is mailed by registered or certified mail,
return receipt requested; or (c) when received by the addressee, if sent by a nationally recognized
overnight delivery service (receipt requested), in each case to the appropriate addresses set forth
below:
If to LegalShield: Pre -Paid Legal Services, Inc., dba LegalShield
One Pre -Paid Way
Ada, Oklahoma 74820
Attn: General Counsel
generalcounsel@legalshieldcorp.com (email)
If to Employer: City of Santa Ana
20 Civic Center Plaza
Santa Ana, CA 92702
Attn:
11. Reinstatement Procedure. Should the Member leave their employment; they may elect to
continue their Services Plans by notifying the Company. The Company, at its option, may reinstate
the Services Plans upon payment by the Member of the member fee. The Effective Date of the
Page 2 of 6 LS-591(08/20)
reinstatement shall be the date the reinstatement is accepted and processed by the Corn pany.
Services are not available for any act or occurrence during the lapse period.
12. Change of Fees. The Company has the right to change the membership fee for the Services
Plans. Changes in the fee will only occur on the anniversary date of the Services Plans. Should the
fee be changed, the Member will be sent a 30-day written notice.
13. Severability. If any provision of this Agreement is deemed invalid or unenforceable in any
respect, such provision shall be, to the extent possible, reformed to make it effective. If any
provision is deemed invalid and incapable of being reformed, it shall not impact the validity and
enforceability of all other provisions of this Agreement, which shall remain valid and enforceable.
{Signatures on following page}
Page 3 of 6 LS-591(08/20)
PRE -PAID LEGIX SERVf ES, INC. dba LEGALSHIELD
B:
Print Name: n y Simmons
Title: Business olutions Vice -President
bate: 08-25-2022
EM^' r.vco
By:
Prii
Titl
Dal
Approved as to form:
1, n
Ry r O''\Hodge
Assistant City Attorney
Page 4 of 6 LS-591(08/20)
EXHIBIT A
IDENTITY THEFT OVERVIEW
IV IDShield-
IDShield PlanOverview
Accessing Identity Theft Services
To receive identity theft consultation and restoration services, call 888-494-8519. For questions about
the plan, contact Member Services at 1-888-807-0407 from 7 a.m. CT— 7 p. m. CT, Monday —Friday, For
emergency after-hours support call 1-866-696-0927.
Who isCovered
The IDShield Individual Plan covers the participant (employee).
The IDShield Family Plan covers the participant, theirspouse/partner, dependent parents and upto 10
dependent children underthe age of 26. Dependent children ages 18-26 and dependent parents of the
participantor participant's spouse are eligible for consultation and restoration services only. Monitoring
services are not available for dependent parents and dependent children ages 18-26.
What Services Are Covered
The IDShield plan includes the following covered services:
Restoration Services
$1 Million Identity Fraud Protection Plan
IDShield provides a $1 million identity fraud protection plan, provided by a leading national carrier. This covers costs
incurred as a resultof identity theft -such as:
• Lost Wages
• Travel Expenses
• Elder and Child Care
• Initial Legal Consultation
• Certified Public Accountant Costs
• Stolen Funds from Unauthorized Electronic Funds Transfers
• Financial Loss from 401Ks and HSAs
If participant enrolls in thefamily plan up to $2 million of aggregate coverage is provided. The participantand
participant's spouse will each receive up to $1 million protection.
Licensed Private Investigators
Participants have access to consultation services provided by our Licensed Private Investigators. If a participant
experiences an identity theft event, one of our investigators will walk them through their issues with one-on-one advice
tailored to the specific situation. Participants will have access to an assigned and dedicated investigator throughoutthe
restoration process. All Licensed Private Investigators are licensed in the state of Oklahoma.
Our investigators' credentials include:
• Fair Credit Reporting Act (FCRA) Certified
• Certified IdentityTheft Risk Management Specialist (CITRMS)
• Certified Credit Scoring Specialist(CCSS)
• Certified Credit Report Reviewer (CCRR)
Full -Service Restoration
If an identity theft event does occur, our licensed Private Investigators will do whatever it takes for as long as it takes
to restore a participant's identity to its pre -theft status. The investigator will worknn a participant's behalf to resolve
the issue by working with the appropriategovernment agencies, financial institutions, credit bureaus and collection
agencies. No other company offers this high level of professional service.
With IDShield's family plan the participant's, the participant's spouse'sor the participant's domestic partner's
dependent children and adult parent dependents are eligible for consultation and restoration services.
Monitoring and Detection Services
Auto -Monitoring
IDShield's auto -monitoring provides participants with monitoring services directly on the effective date of the plan.
Using the participant's ful I or partial Social Security Number (SSN), name, address and date of birth provided attime of
enrollment, the participant's identity is automatically monitored. During account activation, participants areencouraged
to provide further information to enable the full monitoring services the plan provides. To activate their account,
participants will be asked two questions about their credit history to successfully authenticate their account and
confirm theiridentity.
The following services are available for auto -monitoring:
• Credit Monitoring
• Dark Web and Internet Monitoring
• Court Records Monitoring
• Public Records Monitoring
• Address Change Monitoring
Only the named participant is subject to auto monitoring. Spouse and dependent child monitoring will requireseparate
set-up by accessing the participant portal.
Dark Web and Internet Monitoring
Billions of records are for sale on the dark web, so real-t:..me monitoring is vital. IDShield's dark web and internet
monitoring provides extensive scans of online sources for identity data and sends participants real-time alerts if their PII
is found. IDShield reviews thousands of websites and data points across the dark web to see if participant information
has beenexposed.
We monitor the following:
• Full Name
• Date of Birth
• Social SecuntyNumber
• Driver's LicenseNumber
• PassportNumber
• Mailing Address
• Phone Numbers (up to 10)
• BankAccount Numbers (up to 10)
• Credit/Debit/Retail Card Numbers
( up to 10 each)
+ Medical ID Numbers (up to 10)
• InvestmentAccount Numbers (up
to 10)
• Userna me and Password
Combinations (up to 10)
• Mother's MaidenName
Username/Password (Credentials) Monitoring
• National Provider Identifier
Number
• Telecom AccountApplications
• Rent -to -Own Applica tions
• Buy Here/Pay Here Auto Loans
• Auto Pawns/TitlePawns
• Enhanced Sub -Prime Loans
• Gamer Tags (up to 10)
IDShield monitors the internet for instances where a participant's username and password credentials have been
exposed. When these are found together online, it presents a strong indication that their online accounts have been
compromised. The service continuously scans for a participant's username/password combinations and will alertthe
partici pantwith details sothey can follow up andchangetheir login information on any accounts that use theexposed
credentials.
Identity Threat Alerts
Participants receive an alert via email or push notification on the IDShield mobile app if their information is found
online. Alerts contain details on the threat, including links towhere the exposure occurred —giving participants the
opportunity to look over the information to either d:smiss the notification or escalate the issue with our Licensed
Private Investigators.
Credit Threat Alerts
IDShield monitors for changes or updates found on the participant's credit report(s) in real time. We pull data from over
200 million files that represent nearly every credit active consumer in the United States.
Application Alerts
Forcertain types of account applications, third parties will take partici pants' information, compare it to public records
and return a fraud score. IDShield scans a national ID verification database to determine if a new account application
has been submitted with participants' information. We continuously monitor to see if any new accountsor transact:ons
appear.
Instant Hard Credit Inquiry Alerts
Credit report inquiries are created when a participant's PII is used to apply for bank/credit cards, utility or rental query
ormany typesof loans —including home, auto, business, mortgage, homeequity orstudent loans. IDShield notifies
participants when their information appears on these reports, empowering them to take action if their data has been
exposed by reviewing the alert with an investigator.
Continuous Credit Monitoring
Participants have access to continuous 3B credit monitoring under this plan, Lenders, creditors and many businesses
check and submit data togo on credit reports. If changes or inquiries are made, participants will receive an instantalert.
IDShield continuously monitors the participant's credit bureau report(s) for the following:
• Delinquent Account
• New Address
• New Tradeline
• Settlement
• CardOverLimit
• Lost or Stolen Card
Monthly Credit Score Tracker
• Participant Noted as Deceased
• Fraud or Victim Statement
• Bankruptcy
• Liens andludgements
• New Employment
• New Collection
The credit score tracker gives participants the ability to watch theirTransUnion credit score on a monthly basis with a
map that shows a 12-month historic viewof their credit trends from the pastyear— beginning when the service was fi rst
activated.
Financial Account Monitoring and Alerts
IDShieldmonitors partcipants'financialaccounts including credit cards, checking, savings, 401kaccounts, loansand
more for any discrepancies. Participants will receive alerts notifying them of financial withdrawals, balance transfers and
large purchases on financial accounts, if a transaction is made outside of a set monetary amount.
High Risk Application and Transaction Monitoring
Financial institutions use specific technology to verify the identity of new account holders before processing high -
risk transactions. IDShield monitors these processes to determine if details fora new bank accountor large money
transfer are associated with a participant's personal data. Ourapplication and transaction monitoring can potentially
catch identitytheft90 days faster than traditional credit monitoring alone. Furthermore, IDShield can bettersecure a
participant's online financial records by monitoring unauthorized use of username and password combinations used for
online banking or insurance accounts. This service monitors processes related to:
• Instant Credit Applications
• Financial AccountUpdates
• Credit Line Increases
• Money Transfers
• Activity on New Accounts
Public Records Monitoring
• Customer PaymentActivity
• Online W-2Access
• Online Prescription Management
• Fund Transfers
IDShield monitors over 78 billion public record reports from more than 10,000 diverse sources to screen for 34
different pieces of PIT —including name, address, phone number, email, SSN and more. The records contain the public,
private and regulated data of over 283 million U. S, consumers which are checked for matches of participant information.
These reports include details on:
• Bankruptcy • Tax Assessor Records
• Motor Vehicle Records • Residencies
• Driver's LicenseRecords • Lease History
• Criminal Records • Registrations
• Business Licenses 0 Deeds
Court Records Monitoring
IDShield can determine if participant's identity is associated with a criminal act by monitoring court records connected
to their name, SSN and date of birth. Criminals can fraudulently use stolen identities, causing thevictim's in formation
to falsely appearon citations, arrest records, felonies, traffic offenses and convictions. IDShield monitors nn illions of
dockets from the Administration of the Courts, the Department of Corrections, county courts and other legal agencies
in search of participant data. If a match is found, the participant will receive an alert with the details.
Payday Loan Monitoring
IDShield provides non-credit loan monitoring for short-term paydayor similar cash advance loans. Wescreenonline,
rent -to -own and payday lender storefronts for unauthorized activity.
Telecom Monitoring
IDShield monitors phone number history associated with an individual, as well as any phone numberchanges with a
database of more than 1.2 billion landlines and mobile phones to assure participants thattheir phone number is not
being redirected.
Address Change Monitoring
IDShield monitors participants' address history in the United States Postal Service through the National Change of
Address database, providing an 18-month snapshot of the nearly 40 million Americans who move each year. Ths service
scans for change of address requests and sends a notification if participant information appears in the database.
Child Monitoring
With the IDShield Family Plan, well monitor up to 10 dependent children under the age of 18. Participants receive an
alert if theirchi Id's SSN is used to create any new accounts or included in credit applications, loans, courtdocuments,
etc.
Sub -Prime Monitoring
Sub-primemonitoring searches transaction data for rent -to -own, buy -here pay -here autodealers, title pawn and sub -
prime loan applications. Participants will be notified when newtransactions are discovered.
Death -Index Monitoring
IDShield searches the National SSN Death Index and will send an alert if the participant's information is found in the
database.
Sex Offender Monitoring and Alerts
Participants can learn if a registered sex offender lives near them. They'll also receive alerts when a new offender
moves into their neighborhood, outof their neighborhood or if someone in their neighborhood becomes registered.
Participants can search within a five -mile radius of their home address.
With sex offender search participants can:
• View sex offender details.
• Search using an adjustable radius of their home address.
• Receive alerts when a sex offender moves nearby.
Online Privacy and Reputation Management
Reputation Management
IDShield's reputation management service allowsthe participantto scan theirsocial media accounts includ i ng Facebook
and Instagram for existing content that could be damaging to their online reputation. Participants will be notified of old
accounts, high -risk posts and images, and will have the ability to review and the choiceto remove Flagged content for
their personal accounts. IDShield's family plan provides this service to both the participant and the participant's spouse.
Reputation Score
A reputation score is provided based on content and photos found on scanned social media accounts. Tips to improve
the participant's score are provided along with social posts and photos thatwere flagged as partof the scan. Participants
will have the option to review flagged content and remove content from their personal accounts to improve their score.
VPN Proxy One
IDShield's Virtual Private Network (VPN) Proxy One from Trend Micro, utilizes bank grade data encryption to prevent
a participant's incoming and outgoing internet traffic from being tracked, hacked orcensored. Itturnsa public hotspot
into a secure Wi-Fi. The IDShield individual plan provides protection for up to three devices and the family plan provides
protection for up to 15 devices.
System Requirements: WindowsOperatingSystem: Microsoft@10RS3and above, Mac Operating Systems: AppleCml10.12and axave,AndroidOperatingSystems:Android 5 X
and above, CS Operating Systems: i05 9.X and above.
Anti-Malware Protection
IDShield's maximum security protection from Trend Micro, uses cloud -based Al technology to deliver highly effective
and proactive protection against ever -evolving malware infections.
System Req u irements: Windows Operating Systems: Microsofl@ Windl 7 (allversiens)with Service Pack 1(SP 1)or later, Microsoft@Wil8.1(all versions), Microsoft
Windows@ 10 (Windows 105 and ARMprocessorsonlysupportedbyIDShiektEndpointAnti-MalwareonMicrosoftJJStore).MacOperatingSystems:Apple- mal 10 . 14 to 10 , 15
and macOSI1 Big Sur, Chrome OS Operating System: Chrome OS 79 or higher (Chromebooks only supported by IDShield Endpoint Anti-Malware on Chrome web Store), Android
Operating Systems: Android 4.1 or later. IOS Operating Systems: iOS 9 or later. 64•bit device required for latest version.
Password Manager
IDShield's password manager from Trend Micro, allows participants to create strong and unique passwords and
safely secure them. The password managercan identifyweak passwords andchange them with unique, tough to hack
passwords.
System Requirements: Widows Operating Systems: Microsoft@ W indowsv 7 (all versions) with Smice Pack I (SP I) or later, Microsoft'?1 W indlk 8.1(all versions). M Krosoft R�
Windows@ 10 (all versions). Edge browser not supported Mac Opel Systems: Apple? rl10.12 to 10, 14, Android Operating Systems: Android 5.1 or ater.0S. iOS 1 LCor
later. 64-bit device required for latest version.
Mobile Security
IDShield's mobile security from Trend Micro, provides protection from ransomware, potentially dangerous and harmful
websites, unsafe Wi-Fi networks, and more.
System Requirements: Android Operating Systems: Android 4.1 or later. I05 Operating Systems {OS 11 ur later. IPadt'r513.0 Cr later. 64-bit device required for latest version.
Online Parental Controls
IDShield's maximum security protection from Trend Micro allows participants to set parental controls, content filters to
monitor and block whatweb pages can be viewed, and schedule specific timeframes for when their children can browse
the web,
System Requirements: Windows Operating Systems:Microsoft:119Windows R:7(all versions) with Service Pack I(SP1)orlater, MialWindows:i 8 1 (all versions', Microsoft +
Windows@ 10 (Windows 105 and ARM processors only supported by1DShieldEndpoint Anti -Ma ware onMicrosoft(25Store),Mac Operating Systems: Apple:.*,r,ac051; 14to1015
and macCiSI1 N Sur, Chrome OS Operating System: Chrome OS 79 or higher (Chromebooks only supported by IDShield Endpoint Anti-Malware on Chrome Web Store }, Android
Operating Systems: Al id4.1orWter.105Operating Systems: i059orlater. 64-bddevice requ=redfor 'atest version,
Data Broker Site Management
IDShield's password manager allows participants to create strong and unique passwords and safely secure them. The
password manager securely communicates with browsers to enter passwords from saved accounts. Before any data is
sent, weconfirm thatthe browser has been signed with a code signing certificate from the manufacturer. If a phishing
linktakes the participant to a sitethat looks similar to one of their saved accounts, the password managerwill not enter
in their passwords, helping the participant to avoid phishing schemes, To access this password manager pa r bcipants
will be asked to create a Master Password and they also will have the ability to ;use 2-factor authentication as wel' as
biometrics tolog-in.
Online Privacy Setting Management
Our reputation service allows partici pants to control their privacy settings across platforms such as Snapchat, TkTok,
Venmo, Instagram, among others.
Social Media Monitoring
IDShield monitors participant's Facebook, Twitter, YouTube, LinkedIn and Instagram accounts to see if personal
information has been exposed through imagecaptions, posts and comments. Participants will be notified if theirsocal
contentpresents reputational risks such as foul language, drug references or discriminatory terms. Partici pants can
control the sensitivity level of their alerts based on options chosen in their account settings -including categories for
profanity, violence and more.
IDShield's family plan allows both the participant and the participant's spouseas well as their dependent children under
the age of 18 to also monitor their social media accounts.
Cyberbullying Protection
If any covered participant is being bullied, onlineor face-to-face, we will connect them to local agencies/authorities,
school administrators and counselors and provide guidanceon how to navigate the situation and reduce the impact of
bullying on the victim.
Online Privacy Management
IDShield provides consultation and guidanceon ways participants can protect their privacy and personally identifiable
information across the internet and on their smart devices. Our certified and I tensed private investigators provide
unlimited consultation on how to switch to easy -to -use and privacy -conscious alternatives to well-known software such
as Google search, Gmail, Facebook, and Amazon. We will provide step-by-step advice and consultation to participants
on how to take control of their online privacy by showing them how to:
• Delete unused online accounts
• Delete unused apps from their mobile phone
• Audit third -party app access to personal information
• Ensure their browser isn't tracking them
• Delete unused software on their computer
• Remove data from public records sites (Intelius, MyLife, BeenVerified, etc
• Reset and recycle (or donate) unused devices (mobile, PC)
IDShield's identity theft specialists also provide anti/cyberbullying, password, and privacy management consultation for:
• Data broker sites (Spokeo, MyLife, etc.)
• Social media platforms (Facebook, LinkedIn, Twitter, Instagram and YouTube)
• Voice assistance devices (Alexa, Google, etc.)
• Online browsers (Brave, Ghost, etc.)
• SmartTVs
• Password managementservices
Consultation Services and Support Tools
Credit Freeze and Fraud Alert Assistance
IDShield's investigators will provide the participant assistance with placing a credit freeze and/or fraud ale rton their
credit reports in the event of a breach orother identity theft incident. If their identity is stolen, the LPI will issue fraud
alerts to all three credit bureaus and with reporting agencies and creditors as needed.
2417 Emergency Assistance
In the event ofan identity theft emergency, IDShield provides emergency access to live support 24/7, ensuring
participants can get help right away.
Medical Data Report
Our site provides a link to sources of medical data reports. Participants can retrieve and review these reports for
inaccurate or fraudulent information.
Credit Counseling and Education
IDShield's identity theft specialists can provide one-on-one education to help partici pants understand the i r valuable
credit rating and actions that are likely to have an impact on their credit score. Theycan also provide counseling on debt
management, financial budgeting, credit score health and more.
Solicitation Reduction
Reducing mail and phone solicitation helps lower the risk of thieves finding personal information to exploit. Our identty
theft specialists are available to provide advice and assistance to reduce the number of unsolicited offers for credit
cards and insurance participants receive.
Lost/Stolen Wallet Support
Losing a wallet can be stressful, but our investigators are thereto assist. We offer guidance to determine what may have
been stolen and provide support for any resulting identity theft.
Language Support
IDShield's investigators can provide language support in English, Spanish and French.
Live Member Support
IDShield's Licensed Private Investigatorsand MemberServices'team is availablefrom 7a.m.-7 p.m. CT Monday -Friday.
Identity theft specialists are also available 24/7 for an identity theft emergency.
IDShield Mobile App
The IDShield mobileapp makes iteasy for participants to access their benefits. Participants can view their alerts and
add/edit their monitored information directly via the app.
Features include:
• Push notification for identity and • Direct access to identity theft specialists
credit threatalerts • 24/7 emergency assistance
• Monthly credit score tracker
IDShield isa productof Pre -Paid Legal Services, Inc. d/b/a LegalShield ("LegalShield"). LegalShield provides access to identity
theft protection and restoration services. IDShield plans are availableat individual or family rates, A family plan provides
monitoring services for up to ten (10) eligible dependent children under the age of 18 of the Named member or Named
Member's spouse or domestic partner, Consultation and Restoration Services for eligible dependent children under the age
of 26 and eligible dependent adult parents, For complete terms, coverage, and conditions, please see an Identity theft plan.
All Licensed Private Investigators are licensed in the state of Oklahoma. An Identity Fraud Protection Plan ("Plan' is issued
through a nationally recognized carrier. LegalShield/IDShield is not an insurance carrier. This covers certain identity fraud
expenses and legal costs as a result of a covered identity fraud event. See a Plan for complete terms, coverage, conditions,
limitations, and family members who are eligibleunder the Plan. Fora summary description of benefits for the Plan coverage
see https://idshield.cloud/summary-of-benefits.
The following items are not covered with the IDShield service:
Legal Remedy- Any Stolen Identity Eventwhere the Member is unwilling or unable to prosecute or otherwise bring a civi; or
criminal claim against any person culpable or reasonably believed to be culpable for the fraud or its consequences.
Dishonest Acts -Any dishonest, criminal, maliciousor fraudulent acts, if the Member(s) that suffered the fraud personally
participated in, directed or had knowledge of such acts.
Financial Loss - Any director indirect financial losses attributable to the Stolen Identity Event, including but not I i mrted to,
money stolen from a wallet, unauthorized purchases of retail goods or services online, by phone, mail or direct"'y.
Business -The theft or unauthorized or illegal use of any business name, DBAorany other method ofidentifying business(as
distinguished from personal) activity.
Third Parties not Subject to U,S. or Canadian Law -Restoration services do not remediate issues with third parties not
subject to United States or Canadian law that have been impacted by an individual's Stolen Identity Event, such asfinancia I
institutions, government agencies, and other entities.
Marketed by: Pre -Paid Legal Services, Inc. dba LegalShield® and subsidiaries; Pre -Paid Lega lCasualty, Inc.; Pre -Paid Legal
Access, Inc.; LS, Inc.; In VA: Legal Service Plans of Virginia; and PPL Legal Care of Canada Corporation
POtVERW 8Y LEGALSHIELD
UnitedWCare
350 W. Washington St. Tempe, AZ 85281
Phone: (602) 266-5303 ♦ Fax: (602) 266-5254
UNITED PET CARE LLC.
GROUP MEMBERSHIP AGREEMENT
THIS GROUP MEMBERSHIP AGREEMENT is made and executed this 6th day of September, 2022, by and between
the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws
of the State of California (hereafter referred to as "Member Group"), and United Pet Care, LLC (hereafter referred to
as "Program"). The effective date of the GROUP MEMBERSHIP AGREEMENT shall be January 1, 2023.
The ADDENDUM is an integral part of the GROUP MEMBERSHIP AGREEMENT and should be read in
conjunction with the rest of the GROUP MEMBERSHIP AGREEMENT.
The address and telephone number of the principal administrative office of the Program is:
350 W. Washington St. Ste. B101 Tempe, AZ 85281 (602) 266-5303
PART I — MEMBERSHIP RULES
A. Persons eligible to become MEMBERS include any person who:
(1) Is an active employee of, or affiliate with, a MEMBER GROUP.
(2) Has enrolled in the PROGRAM on a United Pet Care, or MEMBER GROUP enrollment form.
(3) Resides or works within PROGRAM'S service area or in an area where the PROGRAM has entered into
a GROUP MEMBERSHIP AGREEMENT.
(4) ALL MEMBERS for whom the appropriate FEE is paid shall be eligible commencing on the 1st day of the
month.
B. Membership in the United Pet Care Program is an ANNUAL membership, unless the employee no longer has
their pet or is termed. If termed, the Program is portable.
PART II — MEMBER PAYMENT SCHEDULE
A. The MEMBER GROUP includes members who reside in any state where Program has a Program veterinarian.
Members are entitled to veterinary services as set forth in the SCHEDULE FOR MEMBERS, which is
incorporated in Schedule(s)For Members Preferred, Select, and Partner, WHICH ARE INTEGRAL PARTS
OF THE GROUP MEMBERSHIP AGREEMENT AND SHOULD BE READ IN CONJUNCTION WITH THE
REST OF THE GROUP MEMBERSHIP AGREEMENT
This Schedule establishes the veterinary services, which are available to MEMBERS without charge, and those
services for which MEMBERS are obligated to pay the PROGRAM VETERINARIAN a MEMBER
PAYMENT. The amount of such MEMBER PAYMENT, which the PROGRAM VETERINARIAN is
permitted to charge MEMBERS for specific veterinary services, is set forth under the definition of `MEMBER
PAYMENT." Services provided by a Veterinary Practice with Special Areas of Interest will be paid for by the
PROGRAM MEMBER as set forth under the definition of PRACTICES WITH SPECIAL AREAS OF
INTEREST.
B. To make an appointment, MEMBERS must contact the PROGRAM' S VETERINARY OFFICE which they have
selected. The first appointment scheduled will usually be for the purpose of an annual examination and annual
vaccines. MEMBERS must pay MEMBER PAYMENTS listed in their SCHEDULE directly to the veterinary
office where and when treatment is received.
Members MUST UTILIZE a PROGRAM VETERINARIAN.
C. Out of Network Emergencies are excluded.
PART III — CHOICE OF PARTICIPATING VETERINARIAN / VETERINARY OFFICE
(602) 266-5303 ♦ 350 W. Washington St ♦ Tempe, AZ 85281 5/23/2022
A. Each MEMBER must select a VETERINARIAN from among the PROGRAM VETERINARIANS for the
MEMBERS PETS. In order for veterinary care to be provided under the program, a selection must be received
from the selected PROGRAM VETERINARIAN except for EMERGENCY CARE or Areas of Special Care
veterinarians.
MEMBER'S PETS within a family must use the same PROGRAM VETERINARIAN. The PROGRAM can
assist the MEMBER in selecting a PROGRAM VETERINARIAN when requested. Information regarding the
location and hours of PROGRAM VETERINARIAN may be obtained by calling the PROGRAM Veterinary
office.
B. The PROGRAM reserves the right at its sole discretion to reassign MEMBERS, at any time, TO A DIFFERENT
program veterinarian of the MEMBER'S choice.
C. MEMBERS may change PROGRAM VETERINARIAN effective the first (I") day of any month and approved
by the PROGRAM. However, no such reassignment shall be made unless the MEMBER has satisfied all sums
owed to the previous PROGRAM VETERINARIAN as a result of veterinary services provided by that
PROGRAM VETERINARIAN.
PART IV — RENEWAL PROVISIONS
A. After the expiration of the plan year, the GROUP MEMBERSHIP AGREEMENT shall remain in force and shall
continue annually, unless notice of cancellation shall be given/received by MEMBER GROUP and/or
PROGRAM. Written notification should be provided 30 days prior to intent to cancel. The PROGRAM shall
give the MEMBER GROUP 30 days' written notice of any intended rate increases, schedule changes or member
payment which will take effect upon the anniversary of the effective date.
PART V — INDIVIDUAL CONTINUATION OF MEMBERSHIP
A. Any MEMBER who becomes ineligible for GROUP MEMBERSHIP or whose GROUP MEMBERSHIP
AGREEMENT terminates may continue membership on an individual basis. Notice of termination of
employment should be provided to United Pet Care as soon as possible, but no later than the twenty-fifth (25',)
of the current month in order for cancelation to be effective the first (1 sr) of the following month, as we pay our
veterinary providers for each employee's pet on the 261 of each month.
PART VI — TERMINATION OF MEMBERSHIP
A. MEMBERSHIP for MEMBER shall cease upon the expiration of GROUP MEMBERSHIP AGREEMENT or
the failure of the MEMBER GROUP to pay the FEE to the PROGRAM.
B. In the event of termination of this GROUP MEMBERSHIP AGREEMENT due to non-payment, notice of
termination shall be mailed to the MEMBER GROUP at the MEMBER GROUP'S address of record. Notice of
intent to cancel shall be given/received by MEMBER GROUP and/or PROGRAM 30 days prior to intent to
cancel.
PART VII — FEE
A. THE FEE SCHEDULE IS AN INTEGRAL PART OF THIS GROUP MEMBERSHIP AGREEMENT AND
SHOULD BE READ IN CONJUNCTION WITH THE REST OF THE GROUP MEMBERSHIP
AGREEMENT. THE RATES ARE GUARANTEED FOR THE PROPOSED CONTRACT PERIOD.
MEMBER MONTHLY SCHEDULES
No. OF PETS
PREFERRED
1 Pet
$ 12.50
2 Pets
$ 24.20
3 Pets
$ 35.60
Add' 1 Pet
$ 11.30
of the month rior to the billin date. MEMBER
All MEMBERS' services commence on the first da y p g GROUP will
receive billing on or about the 11' of each/every month. The PROGRAM must receive the monthly payment on or
before the 30th day after MEMBER GROUP's receipt of billing from PROGRAM to insure availability for service.
Such payments shall be made at or sent to:
2
(602) 266-5303 ♦ 350 W. Washington St ♦ Tempe, AZ 85281 5/23/2022
IwiTFrt PRT (TARP I.I.C.
h717 % TMSf %wer )a2
rhornia. 047 05014
A Paymcnisrecervedhvthe PR(XiRAMoriviswittuvedagentw111make MIMR R3aftheMPMRFRGROUP
elilphle for membcrchtp rnmmenemgon the rum of the month.
PART ♦Till I I ARll (TV OF MF.MRERS
A. In the even) a MEMNI'R wiliiea a veterinarian with whom the PR(t(iRAM doe4 nol have a contract the
MEMRI-R will be tmbk to each for the costs of any rawness rendered
PART IX — TERMINATION Or PROGRAM VRTP.RINAR1AN
Should, daring the term of this GROUP MEMBERSHIP AGREFMFNT, any PRtuilk AM VETERINAR IA N
selected by a MFMBFR he tetmmated, notice of the term mation shall he provided tn the MFMBFRS who have
sekcicd the tem3inntcd PROGRAM veterinarian The PROGRAM will avwit the, MFMBFRS an srtrrtme
anniherPROGRAM veterinarian
PART X GENTRAL PROVISIONS
A. The GROUP MEMBERSHIP AUREEMFNT, including the ADDE.NIAiM and any amendments theratu.
constitute the entire GROUP MEMBERSHIP AGREEMENT between the parties.
B. This GROUP MEM8ERS1-IIP AGRF F?MGNr replaces all other agreement, ifsny, hrtwean the parties.
C. Any notice under the GROUP MEMBERSHIP AGREEMENT maybe given by united States mail, POW*
paid, addressed as follows,
If to a MEMBER, to the latest address provided for the MEMBER on completed enrollment or change
form detivewd to the MEMBER GROUP,
2. If to the MEMBER GROUP:
City of Santa Ana
MemberGmup Name
20 Civic Ceatct Plaza
Address
Santa Ana, CA 92701
City, State. Zip
D. This GROUP MEMBERSHIP AGREEMENT shall remain in force and in effect for oneyear limm the Janawy
1, 2023 effective date.
IN WITNESS WHEREOF, this GROUP MEMBERSHIP AGREEMENT has been executed as of the day and
date fuss above written_
MEMBER GROUP: PROGRAM:
UNITED PET CARjE�LLC
By:
rare: Title: &' e(_ cco-JO M n or
4A , �e as to form:
Ry O. Hodge
Assistant City Attorney
( ) 2f 6-5303 ,0 350 W. Wa shington St F Tempt -AZ 85ZS I 5/23/2022
ADDENDUM
DEFINITION OF TERMS
A. PET includes any pet (dog, cat, bird, ferret, rabbit, pocket pet, reptiles or equine) living in the household.
B. MEMBER PAYMENT is the fee paid by a MEMBER for a veterinary procedure or service, to a PROGRAM
VETERINARIAN whose fee is provided for in the PROGRAM Schedule.
C. VETERINARIAN means a licensed veterinarian who performs a service under this GROUP MEMBERSHIP
AGREEMENT; and where required to cover by law, any other licensed veterinarian who: (a) is acting within
the scope of his/her license; and (b) performs a service which is stipulated under this GROUP MEMBERSHIP
AGREEMENT when performed by a veterinarian.
D. VETERINARY OFFICE means the offices of a PROGRAM VETERINARIAN selected by the PROGRAM to
provide veterinary services for any MEMBER.
E. ELECTIVE PROCEDURES means veterinary procedures, which are unnecessary to the health of the pet, as
determined by a PROGRAM veterinarian.
F. EMERGENCY CARE means services rendered for alleviation of severe pain or bleeding and/or immediate
diagnosis and treatment, which if not, lead to disability, dysfunction or death.
G. GROUP MEMBER AGREEMENT refers to this Agreement between PROGRAM and MEMBER GROUP,
which establishes the terms and condition, which govern the schedule made available to any MEMBER by the
PROGRAM.
H. MEMBER means any person who is enrolled under the GROUP MEMBERSHIP AGREEMENT and is entitled
to the schedule available under the GROUP MEMBERSHIP AGREEMENT in return for the payment required
to be made to the PROGRAM under the GROUP MEMBERSHIP AGREEMENT.
I. PROGRAM is United Pet Care, L.L.C.
J. PROGRAM VETERINARIAN refers to a VETERINARIAN licensed by the State of California, who has a
contract with the PROGRAM to render services to any MEMBER in accordance with the provisions of the
GROUP MEMBERSHIP AGREEMENT in which a MEMBER is enrolled.
K. MEMBERSHIP FEE is the amount payable in advance to the PROGRAM each month by the MEMBER GROUP
to obtain services provided under the GROUP MEMBERSHIP AGREEMENT.
L. SERVICE AREA refers to the geographical area of the United States.
M. PRACTICES WITH SPECIAL AREAS OF INTEREST refers to a reduced professional fee negotiated between
the PROGRAM and a veterinarian practice with Special Areas of Interest for the schedule of PROGRAM
MEMBERS who will be paying the fee. The fee is expressed as a reduced percentage of the veterinarian practice
with Special Areas of Interest USUAL AND CUSTOMARY CHARGE or at a set amount.
N. MEMBER is an individual whose employment or other status is a basis for eligibility for Membership in the
PROGRAM.
O. MEMBER GROUP is the organization or company, which has entered into a GROUP MEMBERSHIP
AGREEMENT with the PROGRAM under which benefits are made available to group MEMBERS, and which
is responsible for payment of MEMBERSHIP FEE on a monthly basis to the PROGRAM.
P. EXCLUSIONS; SCHEDULE FOR MEMBERS
1. Services which are of a degree of complexity as cannot be performed by the professionals within the
United Pet Care Veterinary Group.
2. Veterinary services not specifically described in the Schedule.
3. Visits to or services performed by a veterinarian not part of the United Pet Care Veterinary Group.
4. Services that cannot be performed because of the general health of the animal.
5. Emergency services not provided by your veterinarian's office.
6. Any experimental procedures.
(602) 266-5303 ♦ 350 W. Washington St ♦ Tempe, AZ 85281 5/23/2022
United Care
Contact Information
Legal Name of Applicant: City of Santa Ana
(name as it will appear on billing)
Abbreviations Or Alternate Names For Company:
Address: 20 Civic Center Plaza, M-24 City: Santa Ana State: CA
Phone: 714 / 647 /5299 Website: www.santa-ana.m
Industry: Manufacturing Finance/Insurance Wholesale/Retail Trade - Construction
Transportation---! Service X Other government
States Where Employees are Located _California
Affiliated Companies, if any
HR Contact: Lori Schnaider Title: HR Operations Manager
(Please Print Name)
Email Address: _lchnaider@santa-ana.org Phone: 714 / 647 / 6967
Broker Information (If Applicable)
Broker Agency: Keenan Broker Agent: Megan Gardner
Payroll and Billing Information
Billing Contact: Lily Pham Senior Analyst
(If different than HR Contact) (Print Name)
Phone 714264725317 Email Address: 1 ham5 santa-ana.or
Invoices: Email Invoices: X Mail Invoices: ❑
(Title)
Effective Date (Date Benefit Takes Effect): 1/1/2023 Open Enrollment Period: 9/19/22—10/14/22
Total Number of Employees: 1100 Number of Pay Periods: _24.
Are Employee ID Numbers Required for Enrollment? NO ❑ YES X
Permission for UPC to Use Logo for Marketing Purposes? NO X YES ❑
Make Checks Payable to: United Pet Care LLC
This application is subject to all terms and conditions of the Group Membership Agreement.
Authorized Representative (Please Print):
Signed By:
Company Name: City of Santa Ana
Date:
(602) 266-5303 ♦ 350 W. Washington St ♦ Tempe, AZ 85281 5/23/2022