Where Vision Becomes Reality Wyant Data Systems, Inc. (WDS) Corporate Profile 2020 http://www.wyantdata.com/ SUMMARY: For over 25 years, Wyant Data Systems (WDS) has delivered high-quality, cost effective Information Technology (IT) services with a proven track record of providing quality professional services to clients across a variety of industries and geographies. WDS provides Professional Services to the State of Colorado under the state-wide Computer Programming Personnel Agreement, as well as, Professional Services to the Federal Government in both direct engagements and through our GSA Schedule 70 contracts. WDS has four Practice Areas, focused on a unique set of customer solutions. Business Services http://www.wyantdata.com/businessservices.html Development Services http://www.wyantdata.com/developmentservices.html Infrastructure Services http://www.wyantdata.com/infrastructureservices.html Public Sector Services http://www.wyantdata.com/publicsector.html GSA Federal Schedule 70 http://www.wyantdata.com/gsaschedule70.html https://bizwest.com/2004/05/28/workers-turn-5000-grant-into-3-4-million-firm/ https://www.linkedin.com/company/wyant-data-systems/people/ https://govtribe.com/vendors/wyant-data-systems-inc-dot-wds-1nrf7 Wyant Data Systems is small group of tightly-knit, highly-skilled professionals can deliver a more cost-effective product -- the first time, every time. “We accomplish this by first understanding the customer's requirements. We then create a solution that brings exactly the "Right Resource at the Right Time" to meeting those requirements. This approach provides the customer with the "Best Value" in an IT Solution.” 1) Brief Business History: Wyant Data Systems, Inc. (WDS) is a Colorado small-business corporation founded in December 1995. Startup of the company was sponsored under the Department of Energy (DOE) - Rocky Flats Local Impacts Initiative (RFLII), which attempts to assimilate former employees of the Department of Energy’s Rocky Flats Environmental Technology Site (RFETS) into the business environment. The unique experience of the founders in government settings results in WDS bringing an unparalleled level of service to our Government clients. The company was founded by Rick Wyant and Scott Lee on the premise that a small group of tightly-knit, highly-skilled professionals can deliver a more cost-effective product – the first time, every time. That idea remains intrinsic to the success of our business. A key approach to our service is taking the time to first understand the customer's requirements. We then create a solution that brings exactly the "Right Resource at the Right Time" to meet those requirements. This approach provides the customer with the "Best Value" in an IT Solution. WDS has the organizational experience, methodologies, commitment, and capabilities required to ensure our clients success. The WDS Executive leadership team has over 150 years of collective experience providing IT support in governmental environments. In the approximately twenty-five years since the company was established, we have not been involved in any buyouts, takeovers, IPO’s, bankruptcies, litigations, or claims. We are proud of our record in providing exceptional service to our clients and achieving financial success when other companies have encountered difficulties with customer support and financial viability. Major milestones: Company formed in December of 1995 Awarded State of Colorado Overflow Programming support contract in 1998 o Initial staff augmentation contract for the state o Have been on the staff augmentation contract list continuously since then Provided services to nearly every state agency since that time including: o Colorado Department of State o Colorado Department of Parks & Wildlife o Colorado Department of Public Safety o Colorado Department of Labor and Employment o Colorado Department of Education o Colorado Department of Human Services o Colorado Department of Public Health and Environment o Governor’s Office of Information Technology (OIT) o Colorado Department of Revenue o Colorado Department of Law o Statewide Internet Portal Authority (SIPA) o Colorado Department of Corrections Awarded initial GSA Schedule 70 Contract in 2000 o Three successful renewals in 2005, 2010 and 2015 respectively Awarded new GSA Schedule 70 (Multiple Award Schedule (MSA) in 2020 Providing on going DOE and NNSA site support for the LANMAS (Local Accountability Network Material Accountability System) implementations since 1998 including: o Rocky Flats Environment Technology Site (RFETS) o Savannah River Site (SRS) o Oak Ridge National Laboratory (ORNL) o Pantex Plant o Los Alamos National Laboratory (LANL) o Idaho National Laboratory (INL) o Nevada National Security Site (NNSS) o Portsmouth o Paducah o Y-12 Complex Awarded the LANMAS Modernization Project (LMP) in September of 2015 for a total of $6,752,743.00. o Completed the project in September of 2019 – Delivered the updated product per the schedule Awarded the LANMAS Maintenance Project in September of 2019 that included one initial year (9/2019 to 9/2020) and four option years (9/2020 to 9/2024) 2) Define owners Rick Wyant and Scott Lee current role of in the business; include responsibilities, duties and average weekly time spent in the business? Rick Wyant – Founding partner of WDS. Chief Executive Officer (CEO) – Senior Consultant. Billable 80+% of the time, 20% dedicated toward running the business including heading up business development activities. LANMAS Maintenance Contract – Lead Designer, key support resource for many of the LANMAS support contracts held with sites. Scott Lee – Founding partner of WDS. Chief Operating Officer (COO) – Senior Consultant. Billable 80+% of the time, 20% dedicated toward running the business, including heading up business development activities. LANMAS Maintenance Contract – Task Order Manager. Account management for the State business both in Colorado and other states as opportunity exist. 3) List all employees and/or contractors; include their duties, specialty, tenure, approx. pay and benefits? Or attach detail -Who are the team members that are key to operations? Key Operational Staff: Rick Wyant – See notes above, and associated employee spreadsheet. Rick has been working for WDS since 1997. GSA Schedule 70 contract administration including quarterly payment processing. Scott Lee – See notes above, and associated employee spreadsheet. Scott has been working for WDS since 1997. Responsible for the state staff augmentation contract and the Colorado IV&V state contract. Thomas V.- See information on the employee spreadsheet for additional details. Senior Project Manager, certified through PMI, Business Development Lead, Security Specialist, Disaster Recover / COOP consulting. Dave G. - See information on the employee spreadsheet for additional details. Senior Project Manager, Certified through PMI. Enterprise Architect, Lead WDS infrastructure resource (Hardware / Software). Lead Architect on the LANMAS Modernization project. -Are any considered essential? if yes why? Rick, Dave, and Scott would be considered essential due to the roles with LANMAS and other related projects. All could be replaced with qualified resources with similar skills and backgrounds. -Who are considered Managers? All the above resources are considered project managers. Rick and Scott manage the WDS employees. - Do you have an organizational chart? Chief Executive Officer Rick Wyant Chief Operating Officer Scott Lee WDS Management Council Finance Terry Lee Business Services Vice President Tom V Project Integration & Management PMO Setup Operation Planning Business Continuity & Disaster Recovery Independent Verification & Validation Development Services Vice President Scott Lee Human Resources Marci P. Wyant, PHR Technology & Product Development Vice President Dave G Web Systems/Services Product Development N-tier Architectures Strategic Alliances Legacy Systems Services Technical Partnerships Full Life Cycle Support Internal Technology Support Network & Telecom Security Sales & Marketing Vice President Rick Wyant Federal Services GSA Schedule 70 Colorado CPP Agreement Commercial Services - Describe any licensing/qualification requirements/issues? Tom and Dave both have up to date PMI Certifications including Agile Development. Bob T., Senior Consultant and Tom V. maintain their CSSP security certifications. 4) How do you define your primary market? Senior consulting and product development. Provide both project and staff augmentation resources to fit customer needs. Federal and State government is our focus. Sole source for much of our LANMAS support business. Utilization of contract vehicles for both. Repeat customers are key to our success. Public Sector: 70% Federal 30% State - What is your geographic coverage area? Anywhere in the United States. See current contracts for details. Employees are also located around the United States. 5) Companies marketing primarily how are sales generated (a brief description of your marketing approach)? Staying close to our existing customers and leveraging the relationship to obtain additional work. Monitoring Federal and State procurement sites including the Colorado Staff Augmentation system. Referral’s are also a big portion of our sales opportunity or leads process. - Who is primarily responsible for generating sales? Primarily how are new clients generated? Company Principals, Senior VP’s & Directors. Most of the leads are obtained through the company principals working at client sites or acting as account managers. All of the Senior VP’s follow-up on leads and take responsibility for generating proposals. 6) How do overall sales breakdown by percentage (any internal reports that indicate distribution of work helpful) Sales reports provided. All of sales for the past year are considered Public Sector, so not sure how to divide the sales across the following categories. Took a shot at it. Business Services Development Services Public Sector 20% 80% 100% % of work that is straight bid? 25% Competitive 75% on going services Other: RFP/DQ, Price Agreements Type of work IV&V, Schedule 70 7) What does management view as the key drivers for demand for Wyant Data Systems, Inc. work? Partnership, Quality, Right Resource at the Right Time. Specialized Experience 8) Where do we see the greatest areas of growth? Staff Augmentation, IV&V Consulting, Federal Nuclear Materials accountability 9) Who are your primary vendors? Any special relationship between the company and its vendors? Contracts? Strong partnership with our clients has led to repeat business. No real relationship with other vendors other than our Corp to Corp (1099) work. WDS encourages our contract resources to maintain their own companies and helps them to grow where possible. 10) What are Wyant Data Systems, Inc.’s competitive strengths/weaknesses? Strengths: resources, relationships Weakness: business development outside of client base 11) Who does the company view as its primary competitors? In all markets Staff augmentation companies, other IT businesses, Point B, Deloitte, PCG, North Highlands. Limited competition on the federal side and the support for the LANMAS product and site implementations. 12) What were the key components to growth? Existing Customer Relationships; Word of Mouth; Price Agreements, Large Contracts, positioning of WDS for work, GSA Schedule 70 13) Can you provide an estimate of what the dollar value of the current backlog is? Our LANMAS Maintenance and site support contract has the longest backlog period and would total in excess of $8 million over the course of the next four year. Other contracts are more cyclical and provide funding over shorter periods. WDS Corporate Profile 14) Describe all software used for the business? Owned? WDS uses the standard Office 365 software suite and it is a service paid for monthly for all of our employee’s. Applications under that service varies depends on the needs of the employees. We also utilize SAAS for our development software (Microsoft MSDN) licenses for all of our developers. 15) Are there other team members that have the capacity to replace owner partners? Who? The two VP’s have the potential to replace the owner’s role in both consulting and running the business. WDS has started hiring resources to replace the WDS principals in the future. Right now, they are fully billable at client sites. How long a transition period are the sellers open to? Six months to year. 16) Does management foresee additional capital expenditures required to continue to growth? We just replaced the PC’s for most of the staff for a total of $34K, so no additional planned expenditures. 17) List the 2 or 3 greatest challenges you envision going forward for Wyant Data Systems, Inc. and a new owner. Continuing to generate new business outside of our current client base, managing a diverse client base, retention key of employees to satisfy our customer base. 18) In what areas do you believe Wyant Data Systems, Inc needs improvement? Business Development, Client diversification, back up to key personal. 19) What do you feel is critical for a potential new owner to understand about Wyant Data Systems, Inc? The business is based on a solid model and has a great reputation. The backlog of work is solid and can be leveraged into additional areas with a new owner looking to expand. 20) What do you believe the skills a new owner will need to have to be successful? Public sector experience, DOE / NNSA experience including clearances for FOCI requirements, full time business development staff, vision for how WDS will complement their company or plans for the future 1 WDS Corporate Profile WDS CORPORATE HISTORY Wyant Data Systems, Inc. (WDS) is a Colorado small-business corporation founded in December 1995. Startup of the company was sponsored under the Department of Energy (DOE) - Rocky Flats Local Impacts Initiative (RFLII), which attempts to assimilate former employees of the Department of Energy’s Rocky Flats Environmental Technology Site (RFETS) into the business environment. The unique experience of the founders in government settings results in WDS bringing an unparalleled level of service to our Government clients. The company was founded by Rick Wyant and Scott Lee on the premise that a small group of tightly-knit, highlyskilled professionals can deliver a more cost-effective product – the first time, every time. That idea remains intrinsic to the success of our business. A key approach to our service is taking the time to first understand the customer's requirements. We then create a solution that brings exactly the "Right Resource at the Right Time" to meet those requirements. This approach provides the customer with the "Best Value" in an IT Solution. WDS has the organizational experience, methodologies, commitment and capabilities required to ensure our clients success. The WDS Executive leadership team has over 100 years of collective experience providing IT support in governmental environments. WDS was incorporated in December 1995. In the approximately seven years since the company was established, we have not been involved in any buyouts, takeovers, IPO’s, bankruptcies, litigations, or claims. We are proud of our record in providing exceptional service to our clients and achieving financial success when other companies have encountered difficulties with customer support and financial viability. MANAGEMENT PRINCIPLES Much of our success has been the result of our reputation, which comes from the way we partner with clients. While it is true that the IT landscape is full of "magic boxes," we still base our business on one-on-one, person-to-person interaction, always the human element. Why? Because we believe a creative human mind is still the finest piece of high technology yet developed. We don't just throw high-tech at a problem. Creative thinking is what we throw at a problem; it is what we do best. We achieve customer satisfaction by first partnering with our customer to fully understand their requirements. Once we understand, we then create a solution that brings exactly the "Right Resource at the Right Time" to meeting those requirements. Our approach provides the customer with a solution that meets their needs and is the "Best Value" in an IT solution. Our Vision Our success is based on delivering the highest quality services to our clients Our Mission Be the premier provider of Information Technology consulting services 1 WDS Corporate Profile Our Values Focus on our customer as the primary means to success Facilitate the success and growth of our employees Maintain the highest level of personal and business integrity Accept accountability for our actions Emphasize open communication and mutual trust Create a work environment that balances business and personal goals Incorporate effective vision and action into everything we do Embrace Change Commit to continuous improvement Build and maintain relationships to maximize value to the client Give back to the communities where we do business Have the flexibility to adapt to our stakeholders’ changing needs SERVICE OFFERINGS WDS has a demonstrated commitment to using Best Practices and Industry Standards in the application of our professional services. These industry Standards and Best Practices are combined with the considerable “real world” experience that WDS colleagues have gained in numerous projects. The result is a proven approach to solving IT challenges through a discipline that ensures project success. WDS provides core competencies in the following professional service practice areas: Business Services The WDS Business Services practice area focuses on agility, alignment, performance, continuity and practice maturity in your organization. Our services help our clients ensure that they have the strategic and tactical capability to effectively meet the challenges of their enterprise. Project Management Services WDS uses a standardized project management methodology based on PMI industry standards. Using Project Management Institute (PMI) certified professionals, we can provide tactical and strategic management from project conception, implementation, or PMO assessment, design and setup. Independent Verification and Validation (IV&V) WDS is experienced at providing IV&V services in the Public Sector and uses its unique, team-based IV&V methodology to provide independent evaluation of projects while at the same time ensuring the successful completion of the project using a collaborative approach. 2 WDS Corporate Profile Technology Assessments & Architecture Assessment & Verification (AA&V) WDS) is experienced in providing technology assessments as well as Architecture Assessment and Validation (AA&V) services for project implementations. AA&V efforts can be performed as part of a standard IV&V project, or as an independent activity to support the project proposal evaluation or implementation process WDS recently performed an AA&V engagement for the State of Colorado HAVA Statewide ColoradO Registration and Election (SCORE) II project. Security Planning/Policy Development WDS has expert project managers who are experienced in security planning and policy development, who can help the client implement revised security programs. WDS is experience in the new Cyber Security initiatives in the State of Colorado. Business Process Analysis WDS has experience senior-level consultants who can evaluate business processes, identify efficiency improvement measures, and perform feasibility analyses to obtain support for business improvement and system integration projects. Business Continuity Planning WDS provides the full lifecycle of Business Continuity Planning service offerings. We can conduct Risk Assessments and Business Impact Analyses, create Business Resumption Plans (BRPs), and manage Business Continuity Projects. Disaster Recovery & Storage Planning Interrupted access, even temporarily, to critical data is unacceptable in today’s business environment. The extent and permanence of such interruptions can impact the longevity of your company. At WDS we understand the business issues. Our professionals work with you to design systems that protect all your data while developing a disaster recovery plan that protects your business as well. We have the relationships and professionals to evaluate your backup environment and recovery solutions; design and implement storage management platforms, SANs, NASs; plan and test your disaster recovery solutions Development Services The WDS Development Services practice is focused on the core technologies and development practices that drive the delivery of services for the enterprise. Our services help clients ensure that they have the underlying technology and applications in place to effectively support the dynamics of their business. Our service offerings address performance, costs and architectures in accordance with the client’s business objectives. These services encompass the following practice areas: Web Systems / Services - WDS provides services in the management, development, and implementation of web-based business applications. Core competencies include the following Languages: Operating Systems: Java, JavaScript, .Net, VB.NET, ASP, JSP C#, XML, COM, C++, Transact SAL (T-SQL) Microsoft Windows, UNIX , Linux 3 WDS Corporate Profile Frameworks: Databases: Applications: Web Servers: Management: J2EE, .NET MS SQL, Oracle, Sybase, Informix, DB2 MS Visual Studio .Net, IBM WebSphere, BEA WebLogic MS IIS, Apache, Tomcat, Netscape Enterprise Server, WebSphere MS Visual SourceSafe, Rational ClearCase, Merant PVCS N-Tier Development Services - WDS provides services for the design, development, and implementation of NTier architectures. Legacy Systems Services - WDS offers migration and consolidation of legacy business applications Data Conversion Services - WDS offers consulting and implementation services for conversion of databases from legacy systems to newly designed databases. Full Life Cycle Support – WDS provides development support and expertise throughout the software development lifecycle. We understand that not every project requires strictly development resources. We pride ourselves on providing the a development resource that meets or exceeds the needs of our customers. Public Sector Services All WDS service offerings are provided through our Federal and State Services Practice Areas. We recognize that doing business with the government presents unique challenges. Legislative budget cycles often prevent timely responses to IT needs. We also recognize that government is moving rapidly towards adapting commercial practices. To that end, we support a “right resource at the right time” approach that allows your organization to effectively manage your financial and personnel resources. We work with public sector agencies to develop new and improved web based and enabling services for improving government agency and constituent services. State of Colorado IV&V Services WDS is one of seven (7) vendors on the IV&V Master Task Order Contract with the State of Colorado. Agencies issue task orders through the State Office of Information Technology (OIT) and the vendors on the agreement respond. WDS provides a single blended rate for all IV&V Services. The standard IV&V checklist used as a basis for most task order statements of work. GSA Schedule 70 Services The WDS executive management team has extensive experience working with the Federal Government. WDS takes pride in being awarded the General Services Administration (GSA) Schedule 70 contract for IT services. The award and other similar State awards make it possible for WDS to provide IT services to Local, State and Federal government entities. WDS is a GSA-approved, Small Business IT Solutions provider on the GSA Schedule 70. This contract vehicle provides Federal Agencies with the ability to quickly acquire the IT services they need, at a favorable price that have been previously negotiated by the GSA. This approach allows you to obtain the professional services you need, in a significantly reduced timeframe – often days, instead of months. WDS was awarded the GSA Schedule 70 Agreement in July 2000; with options through 2005. Our Contract Agreement Number is GS35F-0557K. Information on WDS GSA labor categories can be found at the following websites: 4 WDS Corporate Profile http://www.wyantdata.com/wdsgsa.htm https://www.gsaadvantage.gov The scope of WDS services that can be acquired under this agreement include: IT Facility Operation and Maintenance IT Systems Development Services IT Systems Analysis Services Auto. Info. System Design & Integration Programming Services IT Backup and Security Services & Information Assurance IT Data Conversion Services CAD/CAM Services IT Network Management Services Other IT Services These services are fulfilled in the following labor categories. Principal Consultant Senior Consultant Senior Consultant IV&V/QA Senior Project Manager Senior IT Business Analyst Lead Programmer/Analyst Senior Analyst Programmer/Analyst Lead Network Analyst System Testing Analyst Lead Microcomputer Programmer Testing Analyst Independent QA /Testing Junior Analyst Junior Microcomputer Programmer Junior Technical Writer Configuration Management Specialist Project Administrator DataBase Administrator Senior Internet/ Intranet Developer Internet/ Intranet Developer Software Engineer Technical Consultant Senior Security / Vulnerability Analyst Senior Network Consultant Senior Business Continuity / Disaster Recovery Consultant System Administrator (UNIX, Windows) 5 WDS Corporate Profile Senior Database Architect Senior Security Architect Senior Object Oriented Developer Object Oriented Developer Data Analyst – Statistician Intermediate Technical Writer CLIENT EXPERIENCE Colorado State Government • • • • • • Department of Education – SLDS Project Management and Oversight – GPS – Grants Payment System (Java/ADF/Oracle) – FSSDS - Facility Schools Student Data System (Java/ADF/Oracle) – HQT - Highly Qualified Teacher (Java/ADF/Oracle) – CAESAR Adult Education application (Java) – Data Warehouse Development Support (Oracle) Department of State – SCORE Voter Registration IV&V – e-For3t Disaster Recovery Facility – Agency Cyber Security Plan Development – e-Government Development Projects (Java) – Back-office systems support Department of Human Services – CHATS Web Portal Development/Training – IRS Security Compliance Assessment and Policy/Procedure Development – CO-AWARE Department of Vocational Rehabilitation Case Management System Implementation IV&V Office of the State Auditor – IV&V review of the Judicial Department Integrated Colorado Courts E-Filing system (ICCES) and Judicial Paper on Demand (jPOD) systems Department of Labor & Employment – Internet Self Service (ISS) Project – Development Support – Internet Self Service (ISS) Project - Quality Assurance – Internet Self Service (ISS) Project - Business Process Analysis – AutoCoder O*NET Project – UI SIDES and Small Employer Web-site (SEW) Department of Public Safety – Migration of CCIC Message Switch Analysis – CICJIS Security Improvement Model – CCIC Message Switch Feasibility Study – Agency Cyber Security Plan Development 6 WDS Corporate Profile • • • • • • • • • Department of Revenue – Colorado Integrated Tax Architecture (CITA) IV&V – AAMVA Driver’s License Name Expansion Project – CVARS I Project Implementation – CVARS II Project Implementation – Legacy System Support (Cobol / Natural) Department of Natural Resources – CPW CWD Database Upgrade project – Web Development Support Contract – Microsoft .Net/SQL Server Development – Legacy Database Conversions – Project Management / Oversight – Total Licensing Project (TLP) IV&V – Staff Augmentation Support Department of Agriculture – PACFA Pet Care Licensing (.Net/SQL Server) Department of Corrections – Informix Database Conversion – Informix 4GL Support Office of the Attorney General – Business Continuity Planning/Disaster Recovery Planning Office of Information Technology (OIT) – Technology Assessments (Executive Loan Program) Department of Personnel & Administration – RFP Development (Telecommunications) – Employee Benefits Web Site – Security Monitoring Application Commission on Higher Education – Staff Augmentation Support Department of Human Services – CO-AWARE Department of Vocational Rehabilitation Case Management System Implementation IV&V Other Public Sector • • Colorado District Attorney’s Council – Microsoft .Net Development State of Oklahoma – Project Management Office Development – Project Management Support 7 WDS Corporate Profile Federal Government • • Department of Energy / National Nuclear Safeguards Association – Battelle Energy Alliance – B&W Pantex, LLC – FBP Portsmouth LLC – Kaiser Hill Company, LLC – Los Alamos National Laboratory – National Security Technologies – Washington Savannah River Company – Y-12, CNS LLC Department of Veterans Affairs Commercial • • • • • • • • • • • • Axcess Communication, Inc. California State Compensation Insurance Fund (Immedient) Caridian/Gambro CH2M-Hill Colorado Advanced Technology Institute Cummins Engine Company Denver Botanic Gardens Hitachi Data Systems (HDS) ING Financial Services MCI Systemhouse PS Technology - Burlington Northern Railroad The TriZetto Group 8 WDS Corporate Profile Organization The current organizational structure for WDS is shown in the following organization chart. Chief Executive Officer Rick Wyant Chief Operating Officer Scott Lee WDS Management Council Finance Terry Lee Business Services Vice President Development Services Vice President Tom Villani Scott Lee Project Integration & Management PMO Setup Web Systems/Services N-tier Architectures Operation Planning Legacy Systems Services Business Continuity & Disaster Recovery Independent Verification & Validation Full Life Cycle Support Human Resources Marci P. Wyant, PHR Technology & Product Development Vice President Dave Gustafson Product Development Strategic Alliances Technical Partnerships Internal Technology Support Network & Telecom Security 9 Sales & Marketing Vice President Rick Wyant Federal Services GSA Schedule 70 Colorado CPP Agreement Commercial Services WDS EXECUTIVE LEADERSHIP TEAM Rick Wyant, Chief Executive Officer, Vice-President, Sales & Marketing BS Business, University of Colorado magna cum laude 40+ years in the IT field. Experience: Director, Project Manager, Data Center Manager, and Senior Consultant Other Credentials: Current Member of Project Management Institute (PMI) Scott Lee, Chief Operating Officer, Vice President, Development Services MS Computer Information Systems, University of Denver magna cum laude 39 years in the IT field Experience: Project Manager, IV&V; Senior Consultant, and Software Developer. Other Credentials: Holds Oracle Master of Database Administration and Master of Applications Development Tom Villani, Vice President, Business Services BS Business Administration, Weber State University MS Business, University of Regis 35+ years in the IT field Experience: Chief Technology Officer, Enterprise Architecture Analysis, Project Manager Other Credentials: Certified Project Management Professional (PMI); Certified Disaster Recovery Professional (CDRP), Rational Unified Process (RUP) certified Dave Gustafson, Vice-President Technology and Product Development Middlebury College: B.A., Physics. 35+ years in IT Experience: Software architecture, Software engineering, Product Development, Project Management, IV&V, Justice Systems, Java Design/Development, .Net Design/Development Other Credentials: Certified Project Management Professional (PMI); Practicing Member – The Worldwide Institute of Software Architects 10 WDS QUICK FACTS WDS is a Small Business Incorporated in December 1995 State of Colorado IV&V Services Master Task Order Contract General Services Administration (GSA) Schedule 70 (Contract Number GS-35F-0557K) Dun & Bradstreet – DUNS Number 9377-86341 Established Line of Credit with Great Western Bank Business, Automobile Liability, Workers Compensation Insurance Accounting and Payroll Software 11 WDS Employee List-9-2020 Employee 1 B 2 B 3 4 5 6 , CHARLES , JUDITH E JAMES G , DAVID LEE, SCOTT LEE, TERRY Annual Salary Start Date 01-06-16 Title Job Description Benefits Clearance Software Engineer Develops technical designs and specifications for software products. Researched and integrated design strategies, product specifications, development schedules, and user expectations into product capabilities. Uses software development technologies and tools to build, test, and maintain product modules, components, and subsystems. Provides technical leadership to lower-level developers. May provide product demonstrations and participate in trade shows and seminars. May require interaction with customers, vendors and external development partners. Familiar with a variety of the field's concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety of complicated tasks. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department. Full Benefits No 10-06-03 Lead Programmer / Analyst Performs as lead person to develop IT business applications and computer program maintenance using a variety of programming languages and methodologies such as client/server, object-oriented, and structured techniques. Develops and tests IT business applications and performs computer program maintenance of mainframe, client/server, internet, intranet and web applications. Conduct Unit, System and Integration Testing using standardized QA and IV&V methodologies. Simple IRA Only Yes 07-01-2020 Principal Consultant The Principal Consultant manages large, complex IT projects. Works closely with senior client personnel and project technical IT staff to define needs or problem areas; works with the Practice Leader IT to select appropriate IT staff; develops appropriate IT solutions and recommends alternate approaches; assists with negotiating IT contracts; and ensures overall IT project direction and expectations are being met. Works with the Practice Leader to ensure IT project quality and information security, and completion of contract tasks and deliverables. Provides technical expertise in relevant areas. Full Benefits Yes 01-12-05 Senior Enterprise Architect Technically responsible for the database architecture and management. Designs, maintains, and codes relational databases to adequately handle data relationships, data access, storage requirements, and reporting capabilities. Manages data acquisition, analysis, archive, and recovery. Performs capacity planning, advanced database configuration and may perform upgrades and maintenance of the hardware and software infrastructure for the database. Designs or supports data warehouse capabilities. Provides technical support and guidance to users and may serve as team or technical task lead to provide guidance and training to lowerlevel staff. Full Benefits No 01-01-98 Principal Consultant The Principal Consultant manages large, complex IT projects. Works closely with senior client personnel and project technical IT staff to define needs or problem areas; works with the Practice Leader IT to select appropriate IT staff; develops appropriate IT solutions and recommends alternate approaches; assists with negotiating IT contracts; and ensures overall IT project direction and expectations are being met. Works with the Practice Leader to ensure IT project quality and information security, and completion of contract tasks and deliverables. Provides technical expertise in relevant areas. Full Benefits Yes 01-01-99 Director of Finance Payroll, Accounts Payable, Accounts Receivable Responsible for the bi-monthly payroll and tracking of employee benefits. Generates all customer invoices through the accounts receivable process. Pays all bills and follows the WDS Accounts Payable process. Full Benefits No Page 1 of 3 WDS Employee List-9-2020 Employee 7 M 8 9 10 11 M R T Start Date Title Job Description Benefits Clearance 11-09-15 Principal Consultant The Principal Consultant manages large, complex IT projects. Works closely with senior client personnel and project technical IT staff to define needs or problem areas; works with the Practice Leader IT to select appropriate IT staff; develops appropriate IT solutions and recommends alternate approaches; assists with negotiating IT contracts; and ensures overall IT project direction and expectations are being met. Works with the Practice Leader to ensure IT project quality and information security, and completion of contract tasks and deliverables. Provides technical expertise in relevant areas. Simple IRA Only Yes 05-17-04 Software Engineer Develops technical designs and specifications for software products. Researched and integrated design strategies, product specifications, development schedules, and user expectations into product capabilities. Uses software development technologies and tools to build, test, and maintain product modules, components, and subsystems. Provides technical leadership to lower-level developers. May provide product demonstrations and participate in trade shows and seminars. May require interaction with customers, vendors and external development partners. Familiar with a variety of the field's concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety of complicated tasks. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department. Full Benefits No , JOHN 11-22-15 Software Engineer Develops technical designs and specifications for software products. Researched and integrated design strategies, product specifications, development schedules, and user expectations into product capabilities. Uses software development technologies and tools to build, test, and maintain product modules, components, and subsystems. Provides technical leadership to lower-level developers. May provide product demonstrations and participate in trade shows and seminars. May require interaction with customers, vendors and external development partners. Familiar with a variety of the field's concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety of complicated tasks. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department. Full Benefits No , BRENDA 03-01-04 Lead Programmer / Analyst Performs as lead person to develop IT business applications and computer program maintenance using a variety of programming languages and methodologies such as client/server, object-oriented, and structured techniques. Develops and tests IT business applications and performs computer program maintenance of mainframe, client/server, internet, intranet and web applications. Conduct Unit, System and Integration Testing using standardized QA and IV&V methodologies. Full Benefits Yes The Principal Consultant manages large, complex IT projects. Works closely with senior client personnel and project technical IT staff to define needs or problem areas; works with the Practice Leader IT to select appropriate IT staff; develops appropriate IT solutions and recommends alternate approaches; assists with negotiating IT contracts; and ensures overall IT project direction and expectations are being met. Works with the Practice Leader to ensure IT project quality and information security, and completion of contract tasks and deliverables. Provides technical expertise in relevant areas. Simple IRA Only Yes , BENTURA M Annual Salary , JEAN , ROBERT 10-18-15 Page 2 of 3 WDS Employee List-9-2020 Employee , THOMAS Annual Salary Start Date Title Job Description 09-04-01 Senior Project Manager Performs as manager of IT projects which would include business application development and software maintenance; infrastructure, network or facility migration; Disaster Recovery / Business Continuity activities. Supports completion of all IT projects which would include business application development and software maintenance; infrastructure, network or facility migration; Disaster Recovery / Business Continuity activities. Uses industry standard and best practice, including the Project Management Institute (PMI), Rational Unified Process (RUP), the WDS Project Management Methodology and the Project Management Book of Knowledge (PMBOK), to provide project related reports. Familiar with Microsoft Project, Visio, Project Planning document templates, test scripts or other Project Management tools. Develops software lifecycle documentation including requirements, design, specifications, management plans, software quality assurance plans (SQAP), and implementation plans. Benefits Clearance Dental, Disability, IRA Yes 12 V 13 WYANT, MARTHA 01-01-99 Director of Human Resources - Benefits Coordinator Responsible for all HR and Benefit needs for WDS. Publishes benefit guides and coordinates all HR related activates. Dental, Disability, IRA No 14 WYANT, RICHARD 01-01-98 Principal Consultant The Principal Consultant manages large, complex IT projects. Works closely with senior client personnel and project technical IT staff to define needs or problem areas; works with the Practice Leader IT to select appropriate IT staff; develops appropriate IT solutions and recommends alternate approaches; assists with negotiating IT contracts; and ensures overall IT project direction and expectations are being met. Works with the Practice Leader to ensure IT project quality and information security, and completion of contract tasks and deliverables. Provides technical expertise in relevant areas. Dental, Disability, IRA Yes Page 3 of 3 Page 4 09:16:47 Benefits Policy Guide 2020 Medical Benefits WDS offers medical insurance for fulltime eligible employees. Insurance becomes effective the 1st of the month following 30 days of employment. The medical plan is a “high-deductible” Health Savings Account (HSA). WDS contributes towards the employee’s HSA account. Employee pays for additional family coverage. Additional details are available from the WDS Human Resources representative. Dental Insurance Dental insurance is provided for fulltime eligible employees. Insurance becomes effective the 1st of the month following 30 days of employment. WDS pays employee premiums. Employee pays for additional family coverage. Employees may choose any dentist using this plan however, additional costs above customary and reasonable charges will be the responsibility of the employee. Life Insurance/Long-Term Disability Life Insurance/AD&D and Long Term Disability are provided through WDS insurance policies provided to the employees. A fulltime eligible employee is eligible for Life insurance/AD&D coverage up to the employee’s annual salary to a maximum of $50,000, and is paid for by the employer. Employees are eligible for Life Insurance/AD&D and Long-term Disability the 1st of the month following 30 days of service. Long-term Disability covers 60% of employee’s salary to a maximum of $2,500/mo. There is a 30-day waiting period for Long-Term Disability. Simple IRA All employees are eligible for the Simple IRA after earnings of $5,000. WDS will make a dollarfor-dollar match of your Elective Deferrals each year, up to 3% of your compensation to a maximum set by IRS code. Holidays All fulltime benefited employees will have 80 hours of WDS recognized holidays as listed below plus 2 floating holidays, for a combined total of 96 hours. Fulltime benefited employees assigned to one client will observe the client’s holiday. If the two differ the employee will notify the payroll department prior to the scheduled holiday. Under no circumstances will employees report time on a client time sheet for a scheduled holiday, unless specifically requested by the client. 1 January 2020 09:16:47 Benefits Policy Guide 2020 Employees maybe assigned to clients that have differing holiday schedules, however below is a list of the WDS recognized holidays for 2020. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. New Year’s Day Birthday of Martin Luther King, Jr. Washington’s Birthday Memorial Day Independence Day Labor Day Columbus Day Veterans Day Thanksgiving Day Christmas Day If a holiday falls on a Saturday, the holiday will be observed on the preceding Friday; if a scheduled holiday falls on a Sunday, the holiday will be observed on the following Monday, unless the client holiday schedule is different. For fulltime employees not working 40 hours, holidays will only be paid to you if the holiday falls on your regularly scheduled work day. Employees must be employed for thirty (30) days to be eligible for the Floating Holidays. Vacation Full-time eligible employees will accrue 3.33 hours of vacation each pay period for a total of no more than 80 hours per year. If employee is fulltime but not working 40 hours, your vacation hours will be prorated. Employees must complete a vacation/time off form to request vacation. Employees may borrow up to 20 hours of vacation, however, should an employee leave WDS, any used but unearned vacation hours will be deducted from the employee’s final paycheck. Requests to borrow vacation must be made in writing and be approved by supervisor. Borrowed vacation requests must be in eight-hour increments. Management and/or client must be notified of any request for vacation to insure time off will not impact the client and/or project. We encourage you to use all of your earned vacation each year. The maximum vacation that you may accumulate is 200 hours; the accrual of vacation hours will stop at that point. You may carry over unused vacation from one calendar year to the next. However, at the end of the calendar year if your vacation hours exceed the 120 hours, WDS will pay the employee the appropriate number of hours to bring their vacation total to 120 hours. Special needs to exceed the 120 hour maximum, i.e., lengthy vacation plans for the next year, will be addressed on an individual basis. Letters requesting extensions must be approved by both the HR Director and the current supervisor. Vacation time will not be counted in the computation of overtime. 2 January 2020 09:16:47 Benefits Policy Guide 2020 Bus Pass/Van Pool/Parking Eligible employees required to pay for parking on assignments (such as downtown) will be reimbursed up to $85/month. This may also be used to cover bus passes or van pool expenses. (All expense claims must include receipts). If a staff member chooses a parking area that exceeds $85/month, the employee is responsible for the difference. Mileage Client reimbursable mileage will be paid at the rate that the client allows, i.e., for the State of Colorado contracts will be at the approved State rate. WDS reimbursable mileage will be paid at the rate that the IRS allows. An approved expense report is required for reimbursement. Tolls Toll Roads WDS will reimburse expenses for tolls when on Company business only, i.e., travel to and from offsite meeting, Company travel, etc. Please make sure to complete an expense report for these charges. Referral Bonus WDS will pay a $500 bonus to employees who recommend someone for employment per the following guidelines: If hired, employee must complete the terms of the contract, i.e., if contract is for six weeks, employee completes the contract, or be an employee for at least 90 days. Timecards All time worked must be reported on employees’ timecards. “Non-billable” sections of the timecard cannot be used unless specifically authorized by the WDS Engagement Manager. If, at the end of a WDS pay period, all available vacation and sick/personal time has been used, and additional time is shown on the time card, then this time will be classified as time-off without pay. Please refer to the new Payroll/timecard policy. Sick/Personal Time Fulltime eligible employees are eligible for 40 hours of sick/personal time per calendar year, based upon the following table: If you are hired between: January 1st – March 31st – 40 hours April 1st – June 30th – 24 hours July 1st – September 30th – 16 hours October 1st – December 31st – 8 hours 3 January 2020 09:16:47 Benefits Policy Guide 2020 Employees are to contact WDS as well as the client when they will be gone due to sickness/personal time. It is the employee’s responsibility to keep the client and WDS informed when they will be gone due to illness/personal time. Employees must complete a vacation/time off form to report time off. Sick/personal time may only be taken in one-hour increments. The company may request a medical statement from the employee’s doctor when they are absent from work for more than three working days. In the event of resignation/termination of employment, unused sick/personal time will not be granted. For example, if an employee puts in or is given a two weeks notice, no sick time will be granted during that two week period. Sick/Personal days are not carried over from year to year. Sick/personal time will not be counted in the computation of overtime. 4 January 2020 Wyant Data Systems, Inc. Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Overview At Wyant Data Systems, Inc. our greatest asset is our employees. We value your hard work and want to reward your efforts. We know that benefits are a very important part of your total compensation package, and we are pleased to offer valuable employee benefits that give you and your family financial protection now and in the future. The descriptions provided in this Benefits Guide are simple outlines of coverage. Additional benefit details can be found in the Summary of Benefits and Coverage (SBCs) and plan certificates provided by the carriers. What’s New This Year? There’s an increase to the UnitedHealthcare medical premiums. 2 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Contents Overview.................................................................................................................................................................................................. 2 What’s New This Year? ........................................................................................................................................................................ 2 Eligibility.................................................................................................................................................................................................. 4 Employee Eligibility ........................................................................................................................................................................... 4 Dependent Eligibility.......................................................................................................................................................................... 4 Enrollment............................................................................................................................................................................................... 4 2019 Open Enrollment ...................................................................................................................................................................... 4 New Hire Enrollment ......................................................................................................................................................................... 4 What is a Qualifying Event? ............................................................................................................................................................. 4 Employer Contributions ...................................................................................................................................................................... 4 Health Care Costs ................................................................................................................................................................................. 5 Wellness Tips ......................................................................................................................................................................................... 5 How to Be a Wise Consumer.............................................................................................................................................................. 5 United HealthCare Resources ........................................................................................................................................................... 6 Medical Plan – United HealthCare .................................................................................................................................................... 7 Health Savings Account (HSA) .......................................................................................................................................................... 9 Dental Plan – Delta Dental ............................................................................................................................................................... 10 Life and Disability Insurance – Reliance Standard ................................................................................................................... 11 Basic Term Life Insurance and AD&D ......................................................................................................................................... 11 Long Term Disability (LTD) ........................................................................................................................................................... 11 Bereavement Support Services .................................................................................................................................................... 11 What You Need to Do to Enroll .................................................................................................................................................... 12 Need Enrollment Assistance? ....................................................................................................................................................... 12 Carrier Contacts ................................................................................................................................................................................. 12 3 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Eligibility Employer Contributions Employee Eligibility Wyant Data Systems, Inc. provides a medical plan through United Healthcare. All full-time employees working 30 hours per week are eligible to participate in benefits. The effective date of coverage will be the first of the month following 30 days of continuous employment. Employer contributes: Medical Contributions: 100% for eligible employees 0% for dependents Dental Contributions: Dependent Eligibility An eligible dependent is defined as: Your legal spouse Your children under age 26 Your dependent children over age 26 who are physically or mentally unable to care for themselves 100% for eligible employees 0% for dependents Life and Disability is 100% paid by Wyant Data Systems, Inc. Your monthly costs to participate in benefits are listed in the corresponding sections of this guide. Enrollment Wyant Data Systems, Inc. sponsors a Premium Only (POP) plan that allows you to pay your portion of Medical and Dental premiums on a pre-tax basis through payroll deductions. Your portion of the premium will be deducted from your paycheck on a pre-tax basis unless you request otherwise. *Please note that if you elect pretax payroll deductions, you may not discontinue or change your coverage elections during the plan year for any reason other than a qualifying event. However, you may make changes during the annual open enrollment period. 2020 Open Enrollment The benefits you elect during open enrollment will be effective December 1, 2020 through November 30, 2021. Open enrollment is the one time every year that you can make changes to your benefits without having a qualifying event. New Hire Enrollment The effective date of coverage for new hires is the first of the month following 30 days of continuous employment. Please contact HR to confirm your next steps and discuss deadlines for enrollment. What is a Qualifying Event? A qualifying event is a mid-year event that allows employees to make election changes to their pre-tax deductions when a change in a participant’s status occurs. Election changes must be made within 30 days of the event date. These events include: Marriage or divorce Birth, adoption or death Loss of coverage elsewhere Significant change in the availability, cost, or benefits of your other coverage 4 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Health Care Costs How to Be a Wise Consumer It’s no secret that health care costs continue to rise. There are several reasons for this, some of which you can’t control, and others you can. Taking accountability for managing your own health and becoming a better health care consumer are some ways that you can take control. Below are some tips to get the most out of your benefits package. Wellness Tips Statistics show that if health problems are found early, members experience better health outcomes and lower out-of-pocket costs. There are some easy things that we can all do to take better care of ourselves (some are covered at 100% under your plans) Get an annual preventive exam Have 2 dental cleanings per year Get an annual eye exam, even if you do not wear corrective lenses Be your own health champion: eat well, exercise, manage your stress levels, and don’t smoke. Take advantage of the many programs and resources offered by your carriers and Wyant Data Systems, Inc. that help you optimize your health 5 Be prepared with questions prior to your doctor’s appointment Follow doctor’s orders and take medications as prescribed Get your care at the appropriate place (see next page) Use the carrier tools outlined in the United HealthCare Resources section of this Guide (next page) Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 United HealthCare Resources Medical Plan – United HealthCare Wyant Data Systems, Inc. provides employees with the United HealthCare Choice Plus BG5D PPO 6000 HDHP plan with HSA. A PCP is not required for specialist visits in the Choice Plus Network. United HealthCare network The United HealthCare Choice Plus Network is a national network of providers. You will find in-network providers in all states. If you choose to see out-of-network providers, you will pay much more out of your pocket. Keep in mind that emergency care is always covered as in-network (even internationally), no matter where you are. To find in-network providers: Go to www.myuhc.com Click on the “Find a Doctor” button Choose the Medical directory Select “Choice Plus” under network *Once you receive your ID card, you can click on “Register” and log in as a member to bypass these steps. Get Care at the Right Place! Emergency rooms are the most costly and inconvenient place to receive care and should only be used for life- or limbthreatening situations. Consider these other cost-effective, convenient ways to get care when you need it: Call the United HealthCare’s 24/7 Nurse line for FREE (can assess the situation and triage you to the correct place) Access United HealthCare’s Telemedicine – 0% after deductible (Approx. $40-$50 for virtual visits) www.myuhc.com Make a doctor’s visit or visit a Convenience Care Clinic (Little Clinic, Take Care Clinic, etc.) Visit the in-network Urgent Care centers through United HealthCare Dispatch Health - Avoid unnecessary expenses and trips to the ER by using DispatchHealth. DispatchHealth can treat: pains, sprains, cuts, wounds, high fevers, upper respiratory infections and much more. They have medical teams equipped with all the tools necessary to provide advanced medical care in the comfort of your home, workplace or location of need. The charge for this service is $250. The service area available in the Colorado Front Range area only. To access Dispatch Health call (303) 500-1518, email at dispatchhealth.com, or download their app to your phone. Please see the information in your enrollment kit for more details. Become a wise consumer by utilizing United HealthCare’s Online Tools and information By registering as a Member at www.myuhc.com, you can view your medical and prescription claims, access your benefit summaries, locate in-network providers, research prescriptions, and access wellness information. All that is needed to register is your ID number from your health ID card and some basic personal information. Some examples of the tools available are, cost estimator and doctor/facility quality tools, pharmacy tools and pricing information and a mobile app! 6 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Medical Plan – United HealthCare The deductibles and out-of-pocket amounts are tracked on a calendar year. They will reset on January 1, 2020. United HealthCare BG5D PPO 6000 HDHP/HSA Plan Benefits (Calendar Year) IN-NETWORK OUT-OF-NETWORK $6,000 / $12,000 $7,500 / $15,000 0% 50% $6,650 / $13,300 $15,000 / $30,000 Preventative Care 0% after Deductible Virtual Included No Charge 50% after Deductible Virtual Not Covered Not Covered Diagnostic Lab / X-Ray 0% after Deductible 50% after Deductible Imaging (MRI / CT / PET scans) 0% after Deductible 50% after Deductible Deductible (Individual / Family) Coinsurance Out-of-Pocket Maximum (Individual / Family) PHYSICIAN SERVICES Office Visits (PCP / Specialist / Virtual) PRESCRIPTION DRUG TIERS Deductible Medical Deductible Medical Deductible $20 / $50 / $100 / $350 $20 / $50 / $100 / $350 Inpatient Hospital 0% after Deductible 50% after Deductible Outpatient Surgery 0% after Deductible 50% after Deductible See Plan Summary See Plan Summary Tiers 1 / 2 / 3 / 4 HOSPITAL FACILITY SERVICES PEDIATRIC DENTAL / VISION EMERGENCY SERVICES Emergency Room Urgent Care / Dispatch Health 0% after Deductible 0% after Deductible 0% after Deductible / $250 50% after Deductible Medical Rates – see next page. WDS pays 100% of the employee premium. Dependents can be added at your cost. 7 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Age-Banded Rates The total monthly premium that United Healthcare charges is noted below, along with the Employee Per Pay Period cost. WDS pays 100% of the employee only premium. If you would like to add coverage for your spouse or dependent children, you are welcome to do so at your own cost. You would be responsible for the total monthly rate based on the age of your dependents. For families that have more than 3 dependent children age 0-20, only the oldest 3 children are charged a premium. 8 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 *Note for Mid-Year Enrollment: If you enroll in the plan mid-year (either due to a qualifying event or as a new hire), you can still contribute the entire maximum amount above. However, you must remain enrolled in the HDHP for 12 months. Consult your tax advisor for details. Health Savings Account (HSA) *Please Note: You can only open the HSA if you are enrolled in a qualified High-Deductible Health Plan. You can also make lump sum contributions to your HSA, and manually make the deduction on your tax return. An HSA is an interest-bearing tax-free bank account that you can use to pay for out-of-pocket expenses while you are meeting your United HealthCare deductible. You may elect the amount you wish to contribute on a pre-tax basis from your paycheck to fund your HSA on a per pay basis. You can change the amount you are contributing throughout the year. Employer HSA Contributions Effective in 2020, Wyant Data Systems, Inc. will contribute $145 per pay period to each eligible employee enrolled on the High-Deductible Health Plan. NOTE: Contributions that you make to the HSA must be in a minimum of $1 increments. At the end of the year, any unused funds roll over into the new year. There is no “use it or lose it” provision. If you leave employment at Wyant Data Systems, Inc., any money left in your account goes with you and you can continue to use it for out-of-pocket medical expenses. How to Use Your HSA You will need to set up your HSA account through FirstBank. FirstBank will issue you a debit card for use in paying your medical bills and services. The HSA works like a regular checking account in that you can’t spend the money unless it’s in the account. HSA Eligibility You can open and contribute to an HSA if you meet the following requirements: You are enrolled in an HDHP medical plan You are not covered by another health plan, including a Flexible Spending Account at your spouse’s employer (unless it is a limited FSA) You are not enrolled in Medicare or over 65 You are not claimed as a dependent on someone else’s tax return Eligible Expenses You can use the funds in your HSA for any qualified expense after the date the HSA was established. Expenses can also be for your dependents, even if they are not covered under the HDHP. The list of qualified medical expenses can be found at www.irs.gov under Section 213(d), Publications 502 and 503. Contribution Limits For 2021 the total amounts that can be contributed to your HSA (includes employer and employee contributions) is: 2021 If you use the money in your HSA for a non-qualified expense, you will be subject to taxes and a penalty. After age 65, non-qualified distributions are subject to income tax only. Employee Only: $3,600 Employee and Dependent(s): $7,200 *If you are 55 years of age or older, you may make an additional “catch-up” contribution of $1,000 per year. Important Note: Keep your receipts for distributions out of the HSA account. If the IRS audits you, you will need to prove that you used your HSA money for qualified expenses. 9 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Dental Plan – Delta Dental If you see dentists contracted with the Delta Dental PPO network, you will enjoy the most savings and least out-of-pocket expenses. If you see a dentist that is not contracted, you will be balance-billed for the difference between the negotiated rate and what the dentist charges. If you need to have major dental work done, most contracted dentists will submit a pretreatment estimate to the Dental insurance, so you will know what your out-of-pocket cost will be. To Find a Provider, go to www.deltadentalco.com and Click “Find a Dentist” Delta Dental MAC PPO + Premier Plan Benefits IN-NETWORK OUT-OF-NETWORK* $50 / $150 $50 / $150 100% Covered 10% after Deductible 20% after Deductible 20% after Deductible 50% after Deductible 50% after Deductible Deductible (Individual / Family) Preventative Care (exam and x-rays) Basic Services (Endo & Perio) (fillings, root canals) Major Services (crowns, bridges, dentures) ORTHODONTIA Coinsurance Not Covered BENEFIT MAXIMUMS Annual Benefit Maximum $2,000 $2,000 Maximum Carryover to Next Year WDS contributes 100% of the employee-only cost. Dental Rates (Monthly) Employee Cost Employer Cost Total Premium $0 $40.33 $40.33 Employee + Spouse $37.12 $40.33 $77.45 Employee + Child(ren) $41.96 $40.33 $82.29 Employee + Family $93.59 $40.33 $133.92 Employee Only * Out-of-Network providers can balance bill 10 Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 Bereavement Support Services Life and Disability Insurance – Reliance Standard Provides confidential and professional support services to all covered employees and family members to cope with the loss of a loved one—at no extra cost. These benefits provide you and your family with valuable peace of mind and financial protection in case the unthinkable happens. You are offered access to unlimited and confidential telephonic grief counseling, legal and financial consultation through ACI Specialty Benefits just when you need it most. Basic Term Life Insurance and AD&D This benefit is 100% paid by Wyant Data Systems, Inc.. The benefit provides eligible employees with 1x annual salary up to $50,000 of group Life and Accidental Death and Dismemberment (AD&D) insurance. Grief Counseling IMPORTANT: If you need to review or update your beneficiary information, please contact Human Resources. It’s always a good idea to update when you have a change in life status. Unlimited Telephonic Assessment and Referral Legal and Financial Services Long Term Disability (LTD) This benefit is 100% paid by Wyant Data Systems, Inc.. LTD benefits are available if you become disabled from a non-work-related injury or sickness for a longer period of time. Benefit payment begins after 90 days of continuous illness or injury and can continue until your Social Security Normal Retirement Age. The coverage provides you with 60% of your base salary up to a maximum of $2,500 per month. Unlimited Phone Consultation for Any Financial Issue Unlimited Phone Consultation for Any Legal Issue Online Legal and Financial Resource Center Including Document Preparation Program Access 11 All Covered Employees and Family Members Eligible, Regardless of Location or Relationship 24/7, 365 Days-a-year Dedicated Toll-Free Line, Always Live Answer Call: (855-775-4357) Email: rsli@acieap.com Wyant Data Systems, Inc. Benefits Guide – December 1, 2020 – November 30, 2021 What You Need to Do to Enroll Compare your benefits and premium responsibilities to those of other coverage available to you, such as your spouse’s plan, and decide what you want to elect Inform Marci Wyant what changes you’d like to make or confirm that you’ll keep everything the same. If you decide to decline or drop coverage, you must also let Marci know. Due date for informing Marci of your decisions is November 6th, 2020. Need Enrollment Assistance? For questions regarding the enrollment process, please contact Human Resources. You may also contact Fall River Employee Benefits and speak with Jon Wanczyk at (303) 369-3200 x118 or Amy De Lorenzo at (303) 369-3200 x119 for specific benefit questions. Carrier Contacts Benefit Carrier Contact Information Policy/Group # Medical United HealthCare www.myuhc.com (866) 633-2446 00F9090 Delta Dental www.deltadentalco.com (800) 610-0201 141849 Dental Life and AD&D & Long-Term Disability Bereavement Services Reliance Standard www.reliancestandard.com (800) 351-7500 142150/116104 Reliance Standard www.reliancestandard.com (855-775-4357) Wyant Data Fall River Employee Benefits jon@fallriverbenefits.com Systems, Inc. Jon Wanczyk Broker (303) 369-3200 x118 This benefit guide is a proprietary document of Fall River Employee Benefits and is copyright protected. © *This brochure is not a guarantee of coverage and represents only the highlight of the benefits provided by your employer. If there are any conflicts between the wording in this brochure and the summary plan description(s), the wording in the summary plan description(s) will govern. Final rates and benefits must be approved by the insurer and are based on actual enrollment and insurer-specific underwriting guidelines. 12