| The objective of this Project Initiation Form (PIF) is to confirm the scope of our work and the compensation agreement for this project. |
| The terms and conditions of our existing agreement apply. However, with respect to this project, should there be any difference between existing terms and conditions and those outlined here, the terms and conditions outlined in this PIF will apply. | |||||||||||||||
| 1. Project name: Health & Benefits Consulting | |||||||||||||||
| 2. Description of Mercer responsibilities: As described in attached SOW | |||||||||||||||
| 3. Description of client responsibilities: As described in attached SOW | |||||||||||||||
| 4. Estimated period of time over which work will be performed: July 1, 2019 through December 31, 2019 | |||||||||||||||
| 5. Estimated compensation/fees: $50,000 | |||||||||||||||
| We appreciate your business and look forward to working with you on this project. Please acknowledge your agreement to the project terms by sending a confirmatory e-mail. If we do not receive a response from you accepting the terms or otherwise disputing any of the terms within five business days of your receipt of this PIF, the PIF will be deemed to have been accepted by you. | |||||||||||||||
| This PIF allows us to continue providing services and maintain internal billing codes. We will continue to discuss finalization of the attached SOW; upon completion, the terms of the SOW will replace the terms referenced in this PIF. | |||||||||||||||
| Please let me know if you have any questions. | |||||||||||||||
| Thanks, | |||||||||||||||
| Sean | |||||||||||||||
| Sean White, Principal | |||||||||||||||
| MercerSeattle | 1301 Fifth Avenue Suite1900, Seattle, WA 98101, USA |
| MercerBoise | 800 West MainSuite 1250, Boise, ID 83702, USA |
| P: +1 206 214 3705 (Seattle)| +1 208 338 6418 (Boise) | |||||||||||||||
| M: +1 206 234 5683 | |||||||||||||||
| Assistant: Dee Thompson | +1 206 214 3708 | dee.thompson@mercer.com | |||||||||||||||
| www.mercer.com| Mercer Health & Benefits LLC | |||||||||||||||
| Linked In| Facebook| Twitter | |||||||||||||||
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| Making a difference in the health, wealth and careers of 110 million people every day | |||||||||||||||
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| Services provided by Mercer Health & Benefits LLC | |||||||||||||||
| California License # 0E75483 | |||||||||||||||
| The above named person is currently an employee of an affiliate of Mercer Investment Consulting LLC, Mercer Investment Management, Inc., and MMC Securities LLC, each an SEC registered investment adviser (collectively, “Mercer Investments”), and is authorized to provide client referrals to Mercer Investments in accordance with Rule 206(4)-3 of the Investment Advisers Act of 1940. Mercer Investments may provide cash compensation in accordance with Rule 206(4)-3 to the above named person for referring you to Mercer Investments. If you have any questions about this compensation arrangement or would like to inquire further about it, please contact Mercer Investment’s North American Chief Compliance Officer at 617.747.9205. | |||||||||||||||
| The above named person is not authorized to discuss specific investment products, services or discuss specific attributes or merits of any particular investment or provide investment advice. The above named person is not acting in the capacity of a fiduciary, trustee or administrator, as such terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) or the 1940 Investment Advisers Act, as amended. | |||||||||||||||
| As you are aware, Mercer Health & Benefits is a firm of benefit consultants and not licensed to provide tax or legal advice. To the extent the matters discussed herein include tax and legal issues, you may wish to consult with tax or legal counsel about the issues addressed. | |||||||||||||||
| ________________________________ | |||||||||||||||
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