Human Resources Committee — Agenda Packet

PORTAGE COUNTY MEETING AGENDA HUMAN RESOURCES COMMITTEE PORTAGE COUNTY ANNEX CONFERENCE ROOMS 1 & 2 1462 STRONGS AVENUE STEVENS POINT, WI 54481 Thursday, September 3, 2026 5:00 PM REMOTE ATTENDANCE & COMMENT To attend this meeting by telephone : dial 1-872-242-7813 , after dialing the number you will then be asked to enter in a meeting number. Use the following meeting number: 368 566 926, then press # To attend this meeting by video: https://teams.microsoft.com/meet/291864037910075?p=1RsQCamqwzoW7bsd7P Page 1 of 3 CALL TO ORDER Committee Members enter Per Diem and Mileage CORRESPONDENCE 1. EAP Flyer - September 2026 Wellness Newsletter - September 2026 PRESENTATIONS 2. Anovia Health - Lori Allman, Director of Client Success & Small Group Sales REPORTS 3. Special Meeting Attendance Reports (Portage County Ordinance 3.1.47 & 3.1.48) 4. • Consumer Price Index - July 2026 • Health Plan Financial Performance Analysis-Executive Overview - June and July 2026 • Recruitment Update • Director's Report o 2027 Renewal with AbsenceResources for FMLA Administration o Wellness Incentive Report - course completions were not accurate o Portage County Strategic Plan ▪ AI Training ▪ Salary Study Page 1 of 60 Human Resources Committee Meeting Agenda September 3, 2026 Page 2 of 3 o MUNIS - Time and Attendance sessions o Open Enrollment - November 2 through November 11, 2026 PUBLIC NOTICE Members of the public who wish to address the Committee on specific agenda items must register their request at this time, with such comments subject to the public comment ordinance and the reasonable control of the Committee Chair as set forth in Robert’s Rules of Order. APPROVAL OF MINUTES 5. August 5, 2026 Minutes DISCUSSION/POSSIBLE ACTION 6. Resolution Authorizing the Addition of 1.0 FTE Economic Support Specialist-Quality Assurance-Lead for Health and Human Services 7. Portage County and Employee Comercial Driver's License Agreement - Parks Department 8. Resolution Approving and Authorizing Anthem Blue Cross Blue Shield as Portage County's Health Plan Administrator for 2027 9. Salary Study Update and Discussion of Comparables and Market Position 10. 2027 New Position Request - Human Resources - Continuation of ERP Implementer 11. 2027 Human Resources Department Budgets • Human Resources Department • Employee Benefits • Health Plan NEXT MEETING DATE 12. Discuss possible 2nd meeting in September ADJOURNMENT Page 2 of 60 Human Resources Committee Meeting Agenda September 3, 2026 Page 3 of 3 Notice: Any person who has special needs and plans on attending this meeting in-person or remotely should contact the Facilities at 715- 346-1598 as soon as possible to ensure that reasonable accommodations can be made. Notice: Remote comment by the public during the meeting will be at the discretion of the Chair. Notice: A quorum of the Portage County Board of Supervisors, or any committee thereof, may be present at this meeting. Page 3 of 60 Awareness makes a difference Take the next step in your wellbeing journey mysupportlinc.com 1-888-881-LINC (5462) Visit your program’s web platform or mobile app to get started. Suicide prevention starts with understanding, empathy, and education. Recognizing when someone may be struggling and knowing how to respond can create a safer, more supportive environment for the people around you. September 10 is World Suicide Prevention Day—a reminder that connection and awareness save lives. Taking time to learn the signs and respond with kindness can make a real difference at home, at work, and in your community. Whether you or someone you know has been impacted, remember that you are not alone. For immediate assistance, dial 988 to reach the Suicide and Crisis Lifeline. SupportLinc also offers various resources, including 24/7/365 in-the-moment phone support, coaching, counseling, online courses, videos, and practical tip sheets—so help is always within reach, for you or someone you care about. Page 4 of 60 © 2026 HealthSource Solutions healthsource-solutions.com Healthier Living | SEPTEMBER 2026 ost of us spend most of our waking hours at work, yet very few people experience true fulfillment in their current positions. Research shows that 83% of employees experience work-related stress, and nearly half report that their employers do not share their personal values. Finding meaning in your career boils down to two essential pillars: what you do and where you do it. If you find yourself unfulfilled, the solution isn’t just leaving a job; it’s identifying a mission that aligns with your internal compass. Here is how to intentionally craft a professional life that celebrates who you are at your core. 1. Map Your Core Values and Non-Negotiables Start by identifying what truly matters. Values act as an internal GPS, guiding your decisions and worldviews. Consider categories such as: Lifestyle. Work-life balance, flexibility, and livable wages. Environment. Diversity and inclusion, innovation, and collaboration. Growth. Professional development, responsibility, and job security. Impact. Sustainability, social impact, and integrity. 2. The Rule of Five: A Prioritization Exercise It is easy to say everything is important, but true clarity comes from sacrifice. Try this journaling exercise to find your ‘North Star:’ Step 1. Write down 20 values that matter to you. Step 2. Cross out the 10 least important. Step 3. Cross out the 5 least important from the remaining ten. Step 4. Rank the final five from 1 to 5. These are your non-negotiables. 3. Research and Reflect Once you know your values, look for a company that has similar standards. Research companies extensively to see if their public actions align with your list. Engage in self-reflection by asking: “In what environments have I felt most engaged?” Conduct informational interviews with industry professionals to see if the reality of a workplace culture matches its marketing. 4. Build Intentionally Alignment doesn’t happen by accident. From the major you choose in college to the volunteer roles you take on, every experience is a brick in the foundation of your career. By consistently checking your opportunities against your ethics and faith, you can build a life of service and success that feels authentic to your core. ◆ challenge of the month: align for wellbeing Wellbeing starts with clarity. This month, identify your core values, the principles that guide how you live and work, and then simplify and narrow your priorities to a focused few non-negotiables. Use these as a compass when evaluating your work opportunities and environments. Reflect on where you feel most energized and supported and aim to align yourself with these values. Finally, be intentional. Small, consistent choices that match your values build a more balanced, meaningful life, in turn making success feel authentic, not forced. ◆ crafting a career with PURPOSE The only way to do great work is to love what you do. – Steve Jobs Page 5 of 60 © 2026 HealthSource Solutions healthsource-solutions.com Healthier Living | SEPTEMBER 2026 FOOD FOR THOUGHT TALK TO A DIETITIAN Q. Can what I eat affect my mood? What you eat doesn’t just fuel your body, it also influences how you feel. Certain foods can affect hormones and brain chemicals that regulate mood, focus, and energy. For example, foods rich in tryptophan, such as turkey, eggs, dairy, nuts, and seeds, help the body produce serotonin, which is associated with feelings of calm and wellbeing. Pairing these foods with complex carbohydrates like oats or quinoa can support serotonin production and help stabilize mood. Then there’s dopamine, which plays a role in motivation and pleasure, supported by foods containing the amino acid tyrosine. Sources include fish, chicken, soy foods, beans, and almonds. These foods may help support alertness and mental focus. On the other hand, highly processed foods high in refined sugars and simple carbohydrates can lead to quick spikes in blood sugar followed by rapid crashes. These fluctuations may leave you feeling tired, irritable, or mentally foggy. The bottom line is that food can influence mood by affecting your hormones and blood sugar levels. Nutrients support brain chemicals that regulate mood and motivation, or they may lead to energy crashes. A balanced plate with protein, fiber- rich carbohydrates, healthy fats, and colorful fruits and vegetables supports steady energy and a more stable mood ◆ Which Carb is Which? Choosing the Right Fuel C arbohydrates often get a bad reputation in healthy eating, but they are actually a vital energy source for the body. There are three main types of carbohydrates: starches, sugars, and fiber. Sugar and fiber are fairly simple when it comes to what’s healthier. The starches, however, can be harder to understand. Starches, or complex carbohydrates, are found in starchy vegetables (peas, corn, potatoes), legumes (lentils, beans), and grains. However, not all grains are created equal. A whole grain consists of three nutrient-rich layers: The Bran. The hard outer shell containing fiber, B vitamins, and minerals. The Germ. The nutrient-packed core with essential fatty acids and vitamin E. The Endosperm. The starchy center. Whole grains include all three parts, whereas refined grains, like white flour, contain only the starchy endosperm, stripping away vital nutrients. Starches from whole foods release sugar into the bloodstream gradually. In contrast, refined grains and processed sweets cause rapid spikes in blood sugar. These spikes are problematic because they often lead to fatigue, hunger, and cravings for more high-carb foods. T o stabilize energy, pair starches with protein, healthy fats, and fiber. Upgrading your diet doesn’t require a total overhaul. Try these simple substitutions: Pasta. Swap traditional noodles for quinoa or chickpea pasta to increase protein and fiber. Snacks: Replace pretzels with air-popped popcorn or whole-grain crackers with hummus. Breakfast: Ditch sugary cereals for overnight oats mixed with Greek yogurt, nuts, and berries. ◆ Page 6 of 60 ©2026 HealthSource Solutions making connections: building community to boost your health MENTAL WELLBEING H uman beings are wired for connection. While we often prioritize our inner circle, research shows that true happiness stems from having a mix of relationships: three to five strong ties (deep, intimate connections) and up to 150 weak ties (acquaintances, colleagues, and social media friends). T ogether, these layers create “social connectedness,” a powerful buffer against the trials of life. The Health Benefit of Bonds Good relationships aren’t just nice to have; they’re important for your health. Strong social bonds are linked to a reduced risk of heart disease, stroke, dementia, and depression. Plus, when we feel supported, our bodies manage stress more effectively, leading to improved sleep quality and a greater likelihood of maintaining healthy eating and exercise habits. Basically, staying connected can help you live a longer, more resilient life. Added Mental Support Being connected to your community is key to keeping your mental health strong, especially when you’re struggling. In the U.S., one in five adults has a mental illness, and nearly half of all people will face one at some point in their lives. But having a strong community around you can help reduce feelings of depression, anxiety, and stress. Building your community gives you people and resources to turn to when times get tough. Find Ways to Connect If you’re looking to boost your community engagement and get more involved, consider these options: Join Group Activities. Enroll in a class or join a hiking club. Having shared interests makes it easier to form an immediate connection and start a conversation. Volunteer. Working toward a common goal builds connections fast while giving you a strong sense of purpose. Share Your Usual Habits. Instead of cooking or exercising alone, invite a friend to join you. Limit Screen Time. Ensure digital interactions don’t replace all your face-to- face interactions or diminish the value of in-person presence. Research demonstrates that we are happier when we have three to five strong ties. 71% of people surveyed turned to friends or family in times of stress. — Mental Health America Page 7 of 60 mental wellbeing building community to boost your health Social Connectedness. Human beings are wired for connection, a powerful buffer against the trials of life. While we often prioritize our inner circle, research shows that true happiness stems from having a mix of relationships: three to five strong ties and up to 150 weak ties, or acquaintances, colleagues, and social media friends. Page 8 of 60 mental wellbeing building community to boost your health The health benefit of bonds. Strong social bonds are linked to a reduced risk of heart disease, stroke, dementia, and depression. When we feel supported, our bodies manage stress more effectively, leading to improved sleep quality and a greater likelihood of maintaining healthy eating and exercise habits. Staying connected can help you live a longer, more resilient life. Page 9 of 60 mental wellbeing building community to boost your health Added mental support. In the U.S., one in five adults has a mental illness, and nearly half of all people will face one at some point in their lives. Having a strong community around you can help reduce feelings of depression, anxiety, and stress. Building your community gives you people and resources to turn to when times get tough. Page 10 of 60 mental wellbeing building community to boost your health Find ways to connect. If you’re looking to boost your community engagement and get more involved, consider these options: • Join Group Activities. • Volunteer. • Share Y our Usual Habits. • Limit Screen Time. Page 11 of 60 physical wellbeing exercise of the month Disclaimer: Always perform stretch and strength exercises using slow, controlled movements. If you experience pain, discontinue the exercise. Consult a health care professional for alternative options. HealthSource Solutions is not responsible for injuries resulting from these activities. Regular movement is fundamental to good health. Moving or changing postures every 30 minutes is recommended. Elbow Press Strengthen upper back and shoulders. • Stand with back against wall, heels 6 inches away, and elbows at shoulder height. • Breathe normally while pressing elbows against wall for count of 6 - 10. Page 12 of 60 Page 13 of 60 7 T h u r s d a y s S e p t . 1 7 t o O c t . 2 9 2 - 3 : 0 0 p m L o c a t i o n : A D R C o f P o r t a g e C o u n t y L i n c o l n C e n t e r 1 5 1 9 W a t e r S t r e e t S t e v e n s P o i n t , W I 5 4 4 8 1 F R E E ! ! ! Planning AHEAD “Planning Ahead" is a 7-week series designed to guide you through the process of making important end-of-life decisions, so your family won't have to navigate these choices alone. Planning AHEAD program topics Getting Started Handling Financial Changes Advance Medical and Legal Directives Estate Planning Choices in End-of- Life Care Final Wishes Understanding Grief REGISTER HERE: HTTPS://GO.WISC.EDU/13C9BQ OR CALL 715-346-1321 FOR THE END OF THIS LIFE a FREE 7-Week Program Q u e s t i o n s ? ? ? C o n t a c t A l i c i a U t k e : a l i c i a . u t k e b e c h e r @ w i s c . e d u 7 1 5 - 3 4 6 - 1 3 2 1 T h e U n i v e r s i t y o f W i s c o n s i n – M a d i s o n D i v i s i o n o f E x t e n s i o n p r o v i d e s e q u a l o p p o r t u n i t i e s i n e m p l o y m e n t a n d p r o g r a m m i n g i n c o m p l i a n c e w i t h s t a t e a n d f e d e r a l l a w . Page 14 of 60 Page 15 of 60 Transmission of material in this release is embargoed until USDL-26-1378 8:30 a.m. (ET) Wednesday, August 12, 2026 Technical information: (202) 691-7000 • cpi_info@bls.gov • www.bls.gov/cpi Media contact: (202) 691-5902 • PressOffice@bls.gov CONSUMER PRICE INDEX – JULY 2026 The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.1 percent on a seasonally adjusted basis in July after falling 0.4 percent in June, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.4 percent before seasonal adjustment. The index for shelter rose 0.1 percent in July, accounting for roughly two-thirds of the monthly all items increase. The index for food also increased 0.1 percent over the month, as the index for food away from home increased 0.3 percent. In contrast, the energy index declined 1.5 percent in July. The index for all items less food and energy rose 0.2 percent after being unchanged in June. Indexes that increased over the month include medical care, airline fares, communication, education, and recreation. Conversely, the index for motor vehicle insurance was among the major indexes that decreased in July. The all items index rose 3.4 percent for the 12 months ending July after rising 3.5 percent for the 12 months ending June. The all items less food and energy index rose 2.5 percent over the year, following a 2.6-percent increase over the 12 months ending June. The energy index increased 14.7 percent for the 12 months ending July. The food index increased 3.0 percent over the last year. NOTE: The Oct and Nov 2025 data values are not available due to the 2025 lapse in appropriations. Page 16 of 60 - 2 - NOTE: The Oct 2025 data values are not available due to the 2025 lapse in appropriations. Table A. Percent changes in CPI for All Urban Consumers (CPI-U): U.S. city average 1 Not seasonally adjusted. Page 17 of 60 © 2026 WTW. All rights reserved. Proprietary and Confidential. For WTW and WTW client use only. Plan Performance Dashboard Portage County Based on data through June 2026 Page 18 of 60 Executive Overview by Plan Totals (PPO and HDHP) Self Funded Medical Through Jun-26 Key Takeaways (Medical/Rx) Actual cost through 6 month(s) of the Policy Period ending Jun-26 ran at 95.0% of projected cost, resulting in a positive variance of $237,257. (Medical/Rx) Total cost ran at $4,555,241 through 6 month(s) of the Policy Period ending Jun-26, a 5.3% change from $4,325,083 at the same point in the prior Policy Period. (Medical/Rx) Through 6 month(s) of the Policy Period ending Jun-26, 4 claimant(s) had a total of $677,319 in claims exceeding the large claims threshold of $70,000 with net paid claims totaling $495,919. *Total Cost = Medical Claims + Pharmacy Claims, Less Payments over the individual Stop Loss Deductible ($140,000) + Fixed Costs (Administration Fees + Stop Loss Premiums) $3,470,592 $215,919 $461,399 Policy Period Claims by band <$70,000 $70,000 - $139,999 $140,000+ $10.7 $9.2 $4.6 $7.3 $8.5 $4.8 146% 108% 95% 2024 2025 2026 Total Cost vs Accrual ($M) Cost Accrual 2 © 2026 WTW. All rights reserved. Proprietary and Confidential. For WTW and WTW client use only. Page 19 of 60 x © 2026 WTW. All rights reserved. Proprietary and Confidential. For WTW and WTW client use only Plan Performance Dashboard Portage County Based on data through July 2026 Page 20 of 60 Executive Overview by Plan Totals (PPO and HDHP) Self Funded Medical Through Jul-26 Key Takeaways (Medical/Rx) Actual cost through 7 month(s) of the Policy Period ending Jul-26 ran at 93.0% of projected cost, resulting in a positive variance of $392,785. (Medical) Total cost ran at $5,199,355 through 7 month(s) of the Policy Period ending Jul-26, a 2.8% change from $5,057,040 at the same point in the prior Policy Period. (Medical) Through 7 month(s) of the Policy Period ending Jul-26, 4 claimant(s) had total claims exceeding 50% of the $140,000 Individual Stop Loss Deductible with claims totaling $717,301. *Total Cost = Medical Claims + Pharmacy Claims, Less Payments over the individual Stop Loss Deductible ($140,000) + Fixed Costs (Administration Fees + Stop Loss Premiums) $3,973,059 $75,959 $641,342 Policy Period Claims by band <$70,000 $70,000 - $139,999 $140,000+ $10.7 $9.2 $5.2 $7.3 $8.5 $5.6 146% 108% 93% 2024 2025 2026 Total Cost vs Accrual ($M) Cost Accrual 2 © 2026 WTW. All rights reserved. Proprietary and Confidential. For WTW and WTW client use only. Page 21 of 60 Recruiting Positions Department Start Energy Sustainability Specialist County Executive 8/25/26 Night Security (FT) HHS 3/2/26 Outpatient Services Supervisor HHS 3/3/26 Sanitarian (24 hrs/ wk) HHS 4/30/26 Night Security Relief HHS/Portage House Ongoing Mowing & Maintenance Parks 8/6/26 Mowing & Maintenance Parks 7/15/26 Communication Technician Sheriff 5/26/26 Communication Technician Sheriff 4/15/25 Communication Technician Sheriff 5/8/26 Communication Technician Sheriff 7/8/25 Communication Technician Sheriff 11/7/25 Communication Technician Sheriff 8/11/25 Communication Technician Sheriff 1/23/25 Corrections Officer - Eligibility List Sheriff 8/4/26 Corrections Officer Sheriff 8/4/26 Corrections Officer Jail Sheriff 8/12/16 Corrections Officer Sheriff 8/14/26 Deputy Sheriff - Eligibility List Sheriff 2/5/26 Deputy Sheriff I Sheriff 9/1/26 OCC Communication Technician Sheriff 8/9/22 OCC Corrections Officer Sheriff 11/9/23 Interviewing Dining Site Manager - On Call ADRC 5/28/26 Disability Benefits Specialist ADRC 8/6/26 Finance Manager Finance 5/15/26 Community Services Program Assistant HHS 7/15/26 Social Worker - Special Needs Programs Section HHS 2/17/26 Case Manager HHS/Portage House 8/19/26 Case Manager HHS/Portage House 8/20/26 Highway General Laborer - Eligibility List Highway 12/3/25 Seasonal General Laborer (5) Highway 2/5/26 Justice Programs Technician (Males Only) 20 hrs Justice Programs 7/24/26 Assistant Park Manager (Lake Emily) Parks 8/27/26 Corrections Officer - Eligibility List Sheriff 4/22/25 Page 22 of 60 Portage County Human Resources 1462 Strongs Ave. Stevens Point, WI 54481 Phone: 715-346-1327 Fax: 715-343-6274 Memorandum To: Portage County Human Resources Committee From: Laura Belanger Tess, Human Resources Director Date: September 3, 2026 Re: Family and Medical Leave Act Administration Contract Renewal for 2027 Per Portage County Ordinance 3.7.11 Contract and Leases (a) All leases or contracts for services of any type for $25,000 or less shall be reported to the legislative oversight committee of the department. Below is my report to the Human Resources Committee in regard to the agreement for services for family and medical leave act administration for 2027. Effective January 1, 2016 Portage County entered into a three-year agreement with FMLASource Inc. to provide federal and state family and medical leave act administration and information services for the employees of Portage County. The agreement has an automatic renewal provision for successive one (1) year periods unless either party shall deliver to the other party written notice of non-renewal not less than ninety (90) days prior to the expiration of the initial term or any applicable renewal term. Since 2019 the agreement automatically renewed with no rate increase. Effective October 2025 FMLASource was renamed AbsenceResources. The Human Resources Department has been satisfied with the services of AbsenceResources/FMLASource and is interested in renewing the agreement for another one-year period. As of this date Portage County has not received notice of a non-renewal from AbsenceResources and does not have any indication of receiving a non-renewal notice. Portage County at this time has also not received any notice of a rate increase from AbsenceResources. The current rate, which has been the rate for the three-year term of the current agreement and the automatic renewals, is $1.58 per employee per month (pepm) with an annual estimated cost of $9,727 for 2027. My intention is to allow the agreement to automatically renew for one year, hopefully at the current rate. If AbsenceResources provides notice of a rate increase I will work with the Procurement Director in finalizing a 2027 rate. The ninety (90) day deadline for notice is the end of September. If you have any questions please contact me at 715-346-1369. Thank You. Page 23 of 60 Portage County Contract Summary Form – Family and Medical Leave Act (FMLA) Administration 1. County Department: Human Resources 2. Department Administrative Point of Contact (name address and phone): Laura Belanger Tess, 1462 Strongs Avenue, Stevens Point, WI 54481 715-346-1327 3. Contracted Business of Agency Name and Address: AbsenceResources (formerly FMLASource), Inc., NBC Tower – 11th Floor, 455 N. Cityfront Plaza Drive, Chicago, IL 60611 4. Business Point of Contact (name address and phone): Tiffany DelReal-Donovan, FMLA Account Representative, NBC Tower – 11th Floor, 455 N. Cityfront Plaza Drive, Chicago, IL 60611 5. Description of the purpose and nature of the contract (one paragraph general description of the nature of the services and products involved): Provides Family and Medical Leave Act (FMLA) administration and information services to all employees of Portage County 6. Justification (What conditions mandate that this work be done): Family and Medical Leave Act (FMLA) of 1993 – Federal Public Law 103-3 and Wisconsin Family and Medical Leave Act (WFMLA) – Wis. Stats. 103.10 7. Amount of the contract: Approximately $9,727 based on $1.58 per employee per month (pepm) at an average of 513 employees per month. Current agreement provides for automatic renewal for successive one (1) year periods unless either party provides written notice of non-renewal not less than ninety (90) days prior to expiration of initial term. Portage County has not received a non-renewal or rate increase notice at this time. 2019 was the first automatic renewal, rates have not increased since initial agreement. 8. Term of the contract: 1 year automatic renewal 9. Contract start date: January 1, 2027 10. Source of funding (describe whether it is from appropriated funds, contingency funds, grant funds or otherwise): Included in proposed 2027 Human Resources department budget 11. Type of contract (new, amended or renewal): Renewal 12. Type of award (by bidding, requests for proposals, or direct negotiation. If direct negotiation or RFP, explain why the bidding process was not utilized): Automatic renewal 13. Does the contract require subcontracts: No 14. Does the contract require work from other county departments: No 15. Has the contract been approved by the County Executive and Finance Department (where necessary): Yes 16. Does the contract comply with county purchasing policy: Yes 17. Does the contract comply with county finance policy: Yes 18. Does the contract comply with county ethics policy: Yes 19. Where is the original contract filed (signing and filing of contracts is the responsibility of the department): MUNIS 20. If necessary, has a budget adjustment form been submitted to Finance: N/A Certification of Summary The foregoing information has been reviewed and is hereby certified as accurate and correct. ___________________ ____________ ______________________ Department Head Date ___N/A__________________________ ______N/A_____________ Contract Administrator (if different than Dept Head) Date 08/31/2026 Page 24 of 60 PORTAGE COUNTY MEETING MINUTES HUMAN RESOURCES COMMITTEE PORTAGE COUNTY ANNEX CONFERENCE ROOMS 1 & 2 1462 STRONGS AVENUE STEVENS POINT, WI 54481 Wednesday, August 5, 2026 5:00 PM REMOTE ATTENDANCE & COMMENT To attend this meeting by telephone : dial 1-872-242-7813 , after dialing the number you will then be asked to enter in a meeting number. Use the following meeting number: 110 078 561, then press # To attend this meeting by video: https://teams.microsoft.com/meet/237645777614837?p=0JzlIMiJoKyOX2YPyz Page 1 of 2 CALL TO ORDER Committee Members enter Per Diem and Mileage The Human Resources Committee meeting was called to order by M. Jacowski at 05:00 PM Members Present: Matt Jacowski, Larry Raikowski, Janell Wehr Members Excused: Steve Cieslewicz Members Absent: Jonathan Schlice Staff Attending: L. Belanger Tess, C. Wojchik (web) Others Attending: M. Deininger (web), K. McDonald (web), E. Olson, Nathan Check (web), C. Wisinski (web) CORRESPONDENCE 1. • EAP Flyer - August 2026 • Wellness Newsletter - August 2026 REPORTS 2. Special Meeting Attendance Reports (Portage County Ordinance 3.1.47 & 3.1.48) None 3. • Consumer Price Index - June 2026 • Recruitment Update • HSS Wellness Incentive Program Quarterly Report - 2nd Quarter • Curalinc EAP Quarterly Report - 2nd Quarter • Lark Diabetes Prevention Program Quarterly Report - 2nd Quarter • Sword Thrive and Bloom Programs Report - June 2026 • Director's Report o Portage County Stragetic Plan - Salary Study Update o MUNIS - Time and Attendance Update PUBLIC NOTICE Members of the public who wish to address the Committee on specific agenda items must register their request at this time, with such comments subject to the public comment ordinance and the reasonable control of the Committee Chair as set forth in Robert’s Rules of Order. Page 25 of 60 Human Resources Committee Meeting Minutes August 5, 2026 Page 2 of 2 None APPROVAL OF MINUTES 4. July 2, 2026 Minutes A motion was made by L. Raikowski, seconded by J. Wehr, to approve the minutes from July 2, 2026. Motion to approve carried by voice vote, with no negative votes. DISCUSSION/POSSIBLE ACTION 5. Resolution Authorizing the Addition of a 32 hour per week Energy Sustainability Specialist Position for the County Executive Office to be Partially Funded with Focus on Energy Grant Funds A motion was made by J. Wehr, seconded by L. Raikowski, to approve the resolution authorizing the addition of a 32 hour per week Energy Sustainability Specialist position for the County Executive Office to be partially funded with Focus on Energy Grant funds. Motion to approve carried by voice vote, with no negative votes. 6. Budget Amendment/Transfer Request - Employee Benefits Budget - Sick Leave Conversion A motion was made by L. Raikowski, seconded by J. Wehr, to approve the budget amendment/transfer request - Employee Benefits Budget - Sick Leave Conversion. Motion to approve carried by voice vote, with no negative votes. 7. Resolution Approving and Authorizing Delta Dental as the Voluntary Dental Insurance Plan Provider for the Portage County Fringe Benefit Program for 2027 and 2028 A motion was made by J. Wehr, seconded by L. Raikowski, to approve the resolution approving and authorizing Delta Dental as the voluntary dental insurance plan provider for the Portage County fringe benefit program for 2027 and 2028. Motion to approve carried by voice vote, with no negative votes. 8. Approving and Authorizing Reliance Matrix as the Long-Term Disability Insurance Plan Provider for the Portage County Fringe Benefit Program for 2027 A motion was made by J. Wehr, seconded by L. Raikowski, to approve and authorize Reliance Matrix as the long-term disability insurance plan provider for the Portage County fringe benefit program for 2027. Motion to approve carried by voice vote, with no negative votes. 9. Approving and Authorizing Curalinc as the Employee Assistance Program (EAP) Provider for the Portage County Fringe Benefit Program for 2027-2029 A motion was made by L. Raikowski, seconded by J. Wehr, to approve and authorize Curalinc as the employee assistance program (EAP) provider for the Portage County fringe benefit program for 2027-2029, with renewing with Option 1. Motion to approve carried by voice vote, with no negative votes. 10. Discussion re: County Board Supervisor per diems for Special Meetings 11. Discussion re: 2027 Human Resources Department Budgets NEXT MEETING DATE 12. Thursday, September 3, 2026 at 5:00 p.m. ADJOURNMENT The meeting adjourned at 5:44 p.m. by call of the Chair Page 26 of 60 1 RESOLUTION NO. _________________ TO: HONORABLE CHAIR AND MEMBERS OF THE PORTAGE COUNTY BOARD OF SUPERVISORS RE: RESOLUTION AUTHORIZING THE ADDITION OF 1.0 FTE ECONOMIC SUPPORT SPECIALIST-QUALITY ASSURANCE-LEAD FOR HEALTH AND HUMAN SERVICES WHEREAS, Wis. Stat. § 49.78 requires the formation of multicounty consortium, which are intergovernmental agreements between a group of counties, to administer income maintenance public benefits programs; and WHEREAS, pursuant to that statutory requirement, Portage County has been and remains in the Central Income Maintenance (IM) Consortium along with Marathon County, Langlade County, and Oneida County; and WHEREAS, 2025 Wisconsin Act 116 aims to keep Wisconsin’s FoodShare error rate under 6% as federally required by improving program accuracy, reducing both county-generated administrative errors and participant-related inadvertent errors, the focus is to keep Wisconsin in compliance with federal standards, stabilize funding, and reduce the risk of federal penalties; and WHEREAS, under 2025 Wisconsin Act 116, the Central Income Maintenance (IM) Consortium must complete pre-issuance Quality Assurance (QA) reviews on at least 25% of all FoodShare applications and recertifications, approximately 425 reviews per month, and without dedicated staff, the consortium cannot meet these state-mandated volumes while maintaining timely and accurate eligibility determinations; and WHEREAS, currently the consortium is operating with a 22% workforce shortage, making it impossible to absorb the added quality assurance workload without a new position, in addition Act 116 funds must supplement, not replace, current staffing; and WHEREAS, a recruitment for the hiring of new Economic Support Specialist–Quality Assurance–Lead position was conducted through a consortium-wide recruitment and the candidate selected for the role is a Portage County employee, which means this Act 116 funded position will be housed in Portage County consistent with Department of Health Services guidance that funds flow to the county employing the staff; and WHEREAS, pursuant to Portage County Human Resources Ordinance Section 3.11.5(1)(e), authorization for this new position requires approvals from the County Executive, the Health and Human Services Board, Finance Committee (for a budget adjustment), and the Human Resources Committee; and WHEREAS, the Health and Human Services Board approved this new position request at their August 17, 2026 Board meeting. FISCAL NOTE: This annual position cost including equipment is estimated at $95,439 for 2026 and will be funded with 2025 Wisconsin Act 116 grant funding through the IM Consortium. This resolution requires a budget adjustment by a vote of at least 2/3 of the members-elect of the County Board of Supervisors. The necessary budget amendment will be included as part of approved Finance Committee amendment recommendations by separate resolution. Page 27 of 60 2 NOW, THEREFORE, BE IT RESOLVED that the Portage County Board of Supervisors hereby approves and authorizes the new staff position request of a 1.0 FTE Economic Support Specialist-Quality Assurance-Lead as set forth herein. DATED THIS 15TH DAY OF SEPTEMBER 2026 RESPECTFULLY SUBMITTED, HUMAN RESOURCES COMMITTEE Date: September 3, 2026 Matt Jacowski, Chair Janell Wehr Steve Cieslewicz, Vice Chair Jonathan Schlice Larry Raikowski Page 28 of 60 Page 29 of 60 Page 30 of 60 Page 31 of 60 wtwco.com 2027 Anthem / CarelonRx Renewal Summary August 2026 Portage County Page 32 of 60 wtwco.com General disclaimer © 2026 WTW. Proprietary and Confidential. For WTW and WTW client use only. WTW is providing this information to you solely as your consultant and/or broker (as applicable to our arrangement). The information contained herein is not legal, tax or medical or other professional advice and should not be relied upon or construed as such. We encourage you to consult with your own legal, tax, medical or other professional advisor relating to the contents of this document, as appropriate. This document was prepared for your sole and exclusive use and on the basis agreed by you. It was not prepared for the use by any other party. The information contained herein may contain confidential and proprietary information and work product of WTW, and this document and the information contained herein may not be used, reproduced, distributed or disclosed to third parties without WTW’s prior written consent. WTW owns all rights, title and interest, including but not limited to all intellectual property and proprietary rights in and to this document and all information contained herein. WTW does not assume any responsibility for or accept any duty of care or liability to any third party who may obtain a copy of this document and any reliance placed by such party on it is entirely at its own risk. Some of the information in this publication may be compiled from third-party sources we consider reliable; however, WTW does not guarantee and is not responsible for the accuracy of such information. WTW does not undertake to update the information included herein after the date on which it is provided to you. Accordingly, readers should be aware that certain content may have changed since the date of this publication. 2 Page 33 of 60 wtwco.com 3 Effective 01/01/2027 Anthem ASO renewal summary © 2026 WTW. Proprietary and Confidential. For WTW and WTW client use only. Current 01/01/2026 - 12/31/2026 Renewal 01/01/2027 - 12/31/2027 Medical Administrator Anthem Anthem Prescription Benefit Manager Carelon Rx Carelon Rx Enrollment Base Administration Fees - Per Employee Per Month 379 Medical Administration / Network / UM $51.13 $52.15 379 External Stop Loss Coordination Fee $5.00 $5.00 379 ASO Core Foundational Program (Health and Wellness) $1.92 $2.18 379 Prescription Offset ($58.05) ($59.33) Total Base Administration Fee Net of Prescription Offset $0.00 $0.00 379 PPO Access Fee (Blue Preferred) Included Included 379 ASO Core Foundational Program (Claims Related Charges)† $5.19 $6.23 Monthly Base Administration Costs $0.00 $0.00 Monthly Claims Based Charges $1,967 $2,361 Total Annual Base Administration Costs $0.00 $0.00 Total Annual Claims Related Fees $23,604 $28,334 Percent of Cost Difference (Including Claims Related Fees) --- 20.0% Vendors may charge or pass-through additional fees as required or related to ACA. These fees are not represented in the costs ab ove. †Anthem has deemed certain charges as claim -related and they will be billed as such. These may include provider or vendor charges that have a direct positive impact on the cost of care. This comparison is intended to illustrate the carrier's proposed services and rates and should not be relied upon to fully de termine benefits and rates. Refer to carrier's renewal/proposal for a complete representation of coverage terms and conditions. Page 34 of 60 wtwco.com 4 ASO Foundational Core replaced ASO Foundational Standard in 2025 Anthem ASO Foundational Programs © 2026 WTW. Proprietary and Confidential. For WTW and WTW client use only. Health and Wellness Fees Claim Related Charges Product/Service 2026 2027 Core Core Below Are Listed as Health and Wellness Fees Case Management (Medical) √ √ MyHealth Check-In (previously Member Profile/Health Assessment) √ √ Sydney Health √ √ Utilization Management (Medical) √ √ 24/7 Nureseline √ √ Condition Care: (Asthma, CAD, Diabetes, Heart Failure, COPD) √ √ Building Health Families √ √ MyHealth Advantage Gold without Daily Rx Alerts √ √ Quick Care Options √ √ Health and Wellness Fees (PEPM) $1.92 $2.18 Product/Service 2026 2027 Core Core Below Are Now Listed as Claim Related Charges Autisim Spectrum Disorder (ASD) with Applied Behavioral Analysis √ √ Case Management (Behavioral Health) √ √ Utilization Management (Behavioral Health) √ √ Behavioral Health Advantage (includes BHCM) √ √ Cancer Care Navigator √ √ Clinical Review - Cancer Care Quality Program √ √ Clinical Review - Cardiology √ √ Clinical Review - MSK √ √ Clinical Review - Genetic Testing √ √ Clinical Review - Radiology and Imaging with Site of Care (includes CR RBM) √ √ Clinical Review - Rehabilitative Services (CR RS) √ √ Clinical Review - Radiation Therapy √ √ Clinical Review - Sleep √ √ Clinical Review - Post Acute Care √ √ Clinical Review - Surgical GI √ √ Claim Related Charges (PEPM) $5.19 $6.23 Page 35 of 60 wtwco.com Effective 01/01/2027 CarelonRx pharmacy benefit manager renewal summary © 2026 WTW. Proprietary and Confidential. For WTW and WTW client use only. 5 • Discount modifications with dispensing fee remaining the same • Ongoing allowance remains at $100k for 2027 Current 01/01/2026 - 12/31/2026 Renewal 01/01/2027 - 12/31/2027 Prescription Benefit Manager CarelonRx (1 Year) CarelonRx (1 Year) Medical Administrator Anthem Anthem Retail Pricing Guarantees RETAIL NETWORK OPTION: National Retail Pharmacy Network National Retail Pharmacy Network1-83 Days' Supply: Brand Discount % off Average Wholesale Price (AWP) 20.00% 20.10% Brand Dispensing Fee per Rx $0.40 $0.40 Generic Discount % off AWP 86.45% 86.50% Generic Dispensing Fee per Rx $0.40 $0.40 Maintenance Pricing Guarantees MAIL MAINTENANCE NETWORK OPTION: Optional Home Delivery Optional Home Delivery Brand Discount % off AWP 25.40% 22.00% Generic Discount % off AWP 88.95% 90.50% RETAIL MAINTENANCE NETWORK OPTION: National Retail 90 Pharmacy Network National Retail 90 Pharmacy Network>84 Days' Supply: Brand Discount % off AWP 23.15% 22.00% Brand Dispensing Fee per Rx $0.40 $0.40 Generic Discount % off AWP n/a n/a Generic Dispensing Fee per Rx n/a n/a Specialty Guarantees SPECIALTY: Exclusive Specialty Exclusive Specialty Overall Specialty Discount % off AWP 23.15% 17.00% Overall Specialty Dispensing Fee per Rx $0.00 $0.00 Rebate Guarantees CURRENT FORMULARY OPTION: National Formulary National FormularyMinimum Rebate Guarantees: Retail 30 Per Brand Script $398.06 $396.68 Retail 90 Per Brand Script $1,271.95 $1,066.00 Home Delivery Per Brand Script $1,040.00 $1,064.00 Specialty Per Brand Script $4,846.60 $4,262.64 Rebate Pass Through 100.00% 100.00% NOTES: Ongoing allowance remains $100,000 effective 01.01.2027 This comparison is intended to illustrate the carrier's proposed services and rates and should not be relied upon to fully determine benefits and rates. Refer to carrier's renewal/proposal for a complete representation of coverage terms and conditions. Page 36 of 60 wtwco.com Effective 01/01/2027 CarelonRx pharmacy benefit manager renewal summary 6© 2026 WTW. Proprietary and Confidential. For WTW and WTW client use only. Current 01/01/2026 - 12/31/2026 Renewal 01/01/2027 - 12/31/2027 Prescription Benefit Manager CarelonRx (1 Year) CarelonRx (1 Year) Medical Administrator Anthem Anthem Progams and Services PROGRAMS & SERVICES WITH ADDITIONAL FEES: 2026 2027 Paper Claims $2.50 per claim occurrence $2.50 per claim occurrence Clinical Prior Authorization Program $44.00 per occurrence $44.00 per occurrence Clinical Pharmacy Review - Physician Review $800.00 per occurrence $800.00 per occurrence Step Therapy $.24 per script $.24 per script Quantity Limits and Dose Optimization $..44 per script $.44 per script Rx Care Nexus (formerly Enhanced Care Optimization Program) $.75 per script $.75 per script Vaccine Program Fee $2.50 per occurrence $2.50 per occurrence Custom / Ad Hoc Letters $2.00 per letter $2.00 per letter Clinical Equivalent Drug List (CEDL) Disruption Letters $1.30 per letter $1.30 per letter NOTES: Ongoing allowance remains $100,000 effective 01.01.2027 This comparison is intended to illustrate the carrier's proposed services and rates and should not be relied upon to fully determine benefits and rates. Refer to carrier's renewal/proposal for a complete representation of coverage terms and conditions. Page 37 of 60 wtwco.com 8 Pharmacy performance guarantees effective 1/1/2027 CarelonRx pharmacy benefit manager renewal summary © 2026 WTW. Proprietary and Confidential. For WTW and WTW client use only. Performance Category Guarantee Reporting Period Reporting Level Allocation Estimated Annual Amount - $6.00 Per Member Claims Processing - TAT for Member Submitted Claims - No Intervention Required We will process member submitted claims not requiring intervention within 5 business days. Quarterly LOB 9.09% $526.91 Claims Processing - TAT for Member Submitted Claims - Intervention Required We will process member submitted claims with issues or requiring intervention within 10 business days. Quarterly LOB 9.09% $526.91 Member Services - Phone Abandonment Rate The abandonment rate for inbound calls to the toll-free Customer Care line will not exceed 2.00%. Quarterly LOB 9.09% $526.91 Member Services - Phone Speed of Answer For inbound calls to PBM’s Member Services customer service lines that are supporting CarelonRx, PBM shall answer 100.00% of inbound calls within an average of 25 seconds (including calls routed to an IVR). Quarterly LOB 9.09% $526.91 Member Services - Call Blockage Our call blockage rate for the toll-free Customer Care line will not exceed 0.00%. Our carrier will have a call blockage rate of no more than 1.00% provided that in no case will we permit the carrier to block calls. Quarterly LOB 9.09% $526.91 PBM Mail Order Pharmacy - Dispensing Accuracy Our home delivery pharmacies will dispense prescriptions accurately (ensuring correct drug, correct strength, correct dosage form, correct labeling and correct member) for at least 99.995% of all prescriptions dispensed. Quarterly LOB 9.09% $526.91 PBM Mail Order Pharmacy - TAT - No Intervention Required Our home delivery pharmacies will dispense and ship 100.00% of all clean (not requiring intervention or clarification) prescriptions for covered drugs to members within an average of 1 business day. Quarterly LOB 9.09% $526.91 PBM Mail Order Pharmacy - TAT - Intervention Required Our home delivery pharmacies will dispense and ship 100.00% of all non-clean (requiring intervention or clarification) prescriptions for covered drugs to members within an average of 4 business days. Quarterly LOB 9.09% $526.91 PBM Specialty Pharmacy - On-time Delivery of Scheduled Orders Our Specialty Pharmacy will deliver at least 99.25% of scheduled orders on time. Quarterly LOB 9.09% $526.91 System - Claims Processing System Availability Our online claims processing system will be available to accept and process claims at least 99.98% of the time, excluding any system maintenance periods. Quarterly LOB 9.09% $526.91 Pharmacy Network - Pharmacy Access - 98.50% of members in urban areas shall have 1 participating pharmacy within 1 miles of their residence; Annually LOB 9.09% $526.91- 98.50% of members in suburban areas shall have 3 participating pharmacy within 3 miles of their residence; - 98.50% of Members in rural areas shall have 1 participating pharmacy within 10 miles of their residence; - Standards are contingent upon a pharmacy existing within the access standard. Page 38 of 60 wtwco.com Pharmacy formulary alternatives Current 01/01/2026 - 12/31/2026 Renewal 01/01/2027 - 12/31/2027 Renewal Alternative 01/01/2027 - 12/31/2027 Renewal Alternative 01/01/2027 - 12/31/2027 Prescription Benefit Manager CarelonRx (1 Year) CarelonRx (1 Year) CarelonRx (1 Year) CarelonRx (1 Year) Medical Administrator Anthem Anthem Anthem Anthem Minimum Rebate Guarantees CURRENT FORMULARY OPTION: National Formulary National Formulary National Direct Preferred Formulary Essential Direct FormularyMinimum Rebate Guarantees: Retail 30 Per Brand Script $398.06 $396.68 $401.00 $375.56 Retail 90 Per Brand Script $1,271.95 $1,066.00 $1,075.00 $1,025.00 Home Delivery Per Brand Script $1,040.00 $1,064.00 $1,080.00 $1,010.56 Specialty Per Brand Script $4,846.60 $4,262.64 $2,244.49 $2,056.56 Rebate Pass Through 100.00% 100.00% 100.00% 100.00% Estimated Rebates $919,619 $678,151 $629,361 This comparison is intended to illustrate the carrier's proposed services and rates and should not be relied upon to fully determine benefits and rates. Refer to carrier's renewal/proposal for a complete representation of coverage terms and conditions. 9© 2026 WTW. Proprietary and Confidential. For WTW and WTW client use only. Page 39 of 60 1010Biosimilars for Humira and Stelara are preferred National Direct Preferred Drug List Our drug lists promote drugs and therapies with clinical evidence to improve members’ health while working to keep healthcare affordable. The National Direct Preferred Drug List utilizes brand name drugs to maximize rebate value and prefers biosimilar drugs to lower net cost. The National Direct Preferred Drug List is offered to ASO clients only. An open drug list (formulary) with select closed therapeutic classes to promote preferred brands and biosimilars (originator products, Humira and Stelara, are non-preferred). Strong clinical foundation using evidence-based medicine Maximizes rebate value while reducing member disruptions as new low-cost drugs in select therapeutic classes come to market Value Plan impact Member Impact: 15 members Rx changing tiers or becoming non-formulary: 33 Estimated Savings: $20,000 National 3 tier compared to National Direct Preferred 3 tier – PPO Plan National 4 tier compared to National Direct Preferred 4 tier – HSA Plan Page 40 of 60 1111Biosimilars for Humira and Stelara are preferred Essential Direct Drug List Our drug lists promote drugs and therapies with clinical evidence to improve members’ health while working to keep healthcare affordable. A focused list that includes 55% to 60% of all prescription medicines while ensuring there are no gaps in care, the Essential Direct Drug List can drive lower net costs and help drive better health outcomes.* The Essential Direct Drug List is offered to ASO clients only. Value optimization opportunities such as a generic and biosimilar first strategies, management of new to market drugs, and utilization management review optimization (originator products, Humira and Stelara, are non-preferred). Includes generics and select brand and limited specialty drugs promoting lowest net cost per therapeutic category A closed drug list (formulary) with a drug list exception process Excludes drugs with lower cost alternatives Value Plan impact Member Impact: 111 members Rx changing tiers or becoming non-formulary: 258 Estimated Savings: $53,800 National 3 tier compared to Essential Direct Preferred 3 tier – PPO Plan National 4 tier compared to Essential Direct Preferred 4 tier – HSA Plan Page 41 of 60 RESOLUTION NO. _________ TO: THE HONORABLE CHAIRMAN AND MEMBERS OF THE PORTAGE COUNTY BOARD OF SUPERVISORS RE: APPROVING AND AUTHORIZING ANTHEM BLUE CROSS BLUE SHIELD AS PORTAGE COUNTY’S HEALTH PLAN ADMINISTRATOR FOR 2027 WHEREAS, Portage County Purchasing Ordinance 3.7.11 – Contracts and Leases requires that all leases or contracts for services of any type exceeding $100,000 or 10% of a department’s annual budget with a single vendor in a single calendar year or are for an amount of more than $25,000 per year and which have a duration exceeding one year, must be approved by the legislative oversight committee of the department and by resolution of the County Board, except where otherwise permitted by law; and WHEREAS, the Human Resources Committee has responsibility to review and approve fringe benefit policies, county contracts, and county insurance and human resources programs; and WHEREAS, the Human Resources Committee has reviewed the renewal proposal from Anthem Blue Cross Blue Shield (Anthem), with the Human Resources Department and Willis Towers Watson, Portage County’s insurance agent, as Portage County’s health plan administrator for 2027, which includes medical claims administration, subrogation, care management/precertification/wellness services, a preferred provider organization (PPO) network and pharmacy administration with CarelonRx; and WHEREAS, part of the renewal proposal included a review of pharmacy formulary alternatives and the Human Resources Committee approved renewing with the current National Formulary; and WHEREAS, the following renewal with Anthem has been approved by the Human Resources Committee for 2027 and meets the criteria of Portage County Purchasing Ordinance 3.7.11 – Contracts and Leases: Health Plan Administrator – Anthem Blue Cross Blue Shield – One (1) year agreement with a 2027 administration fee of $59.33 per member per month, and a prescription offset of $59.33 per member per month, resulting in a $0.00 per member per month monthly cost, based on enrollment of 379 employees. This agreement has a ASO Core Foundational Program fee of $6.23 per member per month. This agreement also has additional pharmacy benefit management fees that are not increasing from the 2026 fees. FISCAL NOTE: The health plan administration fees are reflected in the 2027 Health Insurance budget as part of the proposed 2027 Portage County budget. No additional appropriation is required for this resolution. This is not a budget adjustment resolution. NOW, THEREFORE, BE IT RESOLVED, the Portage County Board of Supervisors approves and authorizes to renew the agreement with Anthem, as Portage County’s health plan administrator, effective January 1, 2027, based on the rates provided. DATED THIS 15TH DAY OF SEPTEMBER, 2026. RESPECTFULLY SUBMITTED, Page 42 of 60 PORTAGE COUNTY HUMAN RESOURCES COMMITTEE: Date: September 3, 2026 ________________________________ Matt Jacowski, Chair ________________________________ Steve Cieslewicz, Vice Chair ________________________________ Larry Raikowski Janell Wehr Jonathan Schlice Page 43 of 60 Portage County Contract Summary Form – Anthem Blue Cross Blue Shield as Portage County’s health plan administrator 1. County Department: Human Resources 2. Department Administrative Point of Contact (name address and phone): Laura Belanger Tess, 1462 Strongs Avenue, Stevens Point, WI 715-346-1327 3. Contracted Business of Agency Name and Address: Anthem Blue Cross Blue Shield, N17 W24340 Riverwood Drive, Waukesha, WI 53188 4. Business Point of Contact (name address and phone): Stacy Savola, Strategic Account Consultant, Address: N17W24222 Riverwood Drive, Suite 300, Waukesha, WI 53188 Phone: 608-294-8803 5. Description of the purpose and nature of the contract (one paragraph general description of the nature of the services and products involved): As part of the fringe benefit package Portage County offers a self-funded health insurance benefit plan. Portage County contracts with a plan administrator for medical and prescription claims administration, subrogation, and care management/precertification/wellness services. Portage County’s self-funded health insurance plan design includes a PPO. A PPO is a managed care organization of medical doctors, hospitals and other health care providers who have agreed to provide health care at reduced rates to the administrator’s clients. This contract provides all these services through Anthem, with pharmacy administration being provided by CarelonRx, Anthem’s administrator. 6. Justification (What conditions mandate that this work be done): Services needed to administer a self-funded health insurance benefit plan. 7. Amount of the contract: An administrative fee of $59.33 per member per month (PMPM), with a prescription offset of $59.33 PMPM, resulting in a $0.00 PMPM monthly cost, based on enrollment of 379 employees. This agreement has ASO Core Foundational Program fee, which is increasing, and also has additional pharmacy benefit management fees, which are noted below. Third Party Administration Services 2026 2027 ASO Core Foundational Program 5.19$ 6.23$ Pharmacy Benefit Management Rx Care Nexus 0.75$ 0.75$ Rx Quantity Limits 0.44$ 0.44$ Rx. Step Therapy 0.24$ 0.24$ Rx Prior Authorization 44.00$ 44.00$ Rx. Prior Authorization-Level 2 800.00$ 800.00$ Vaccine Program 2.50$ 2.50$ Member Submit Fee 2.50$ 2.50$ Custom Letters 2.00$ 2.00$ Clinical Equivalent Drug List Disruption Letters 1.30$ 1.30$ 8. Term of the contract: One year 9. Contract start date: January 1, 2027 10. Source of funding (describe whether it is from appropriated funds, contingency funds, grant funds or otherwise): Health plan administration fee is reflected in the 2027 Health Insurance budget as part of the proposed 2027 Portage County budget. 11. Type of contract (new, amended or renewal): Renewal 12. Type of award (by bidding, requests for proposals, or direct negotiation. If direct negotiation or RFP, explain why the bidding process was not utilized): Willis Towers Watson conducted a direct negotiation with the current provider. This is a renewal agreement that went through the bidding process in 2018. Page 44 of 60 13. Does the contract require subcontracts: No 14. Does the contract require work from other county departments: No 15. Has the contract been approved by the County Executive and Finance Department (where necessary): N/A 16. Does the contract comply with county purchasing policy: Yes 17. Does the contract comply with county finance policy: Yes 18. Does the contract comply with county ethics policy: Yes 19. Where is the original contract filed (signing and filing of contracts is the responsibility of the department): MUNIS 20. If necessary, has a budget adjustment form been submitted to Finance: N/A Certification of Summary The foregoing information has been reviewed and is hereby certified as accurate and correct. _____________________________ ______________________ Department Head Date ___N/A________________________ _____N/A______________ Contract Administrator (if different than Dept Head) Date 08/31/2026 Page 45 of 60 1 Portage County Human Resources 1462 Strongs Avenue Stevens Point, WI 54481 Phone (715) 346-1327 Fax (715) 343-6274 Memorandum To: Human Resources Committee From: Laura Belanger Tess, Human Resources Director Date: August 31, 2026 Re: Salary Study update, Review of Comparables, and Market position Salary Study Update The salary study with McGrath Human Resources has started and I wanted to provide the Committee with an update on what has occurred so far and the near future timelines. • On Monday, August 10th Portage County had kick off meetings with McGrath Human Resources. Malayna Halvorson Maes and Melanie Henry from McGrath met with County Executive Olson and Laura and Mona from Human Resources department. Malayna and Melanie then had a kick-off meeting with all Department Heads. The rest of the week Malayna, Melanie, Laura and Mona individually met with Department Heads and Supervisors from all County departments. • Friday, August 28, 2026 the attached memo ‘Position Questionnaire Employee Introduction Memo’ went out to all employees who will be completing a position questionnaire, which is approximately 260 employees. • Monday, August 31, 2026 employees who will be completing a position questionnaire received an email from McGrath Consulting with their link to complete their position questionnaire. • Friday, September 11, 2026 is the deadline for employees to complete their position questionnaires. • Monday, September 7, 2026 supervisors/reviewers can start reviewing their employee’s completed questionnaires and add comments. Supervisors will not be able to change what an employee filled out on the questionnaire. • Friday, September 25, 2026 is the deadline for supervisors/reviewers to complete their reviews. Page 46 of 60 August 31, 2026 2 Discussion Items Comparables - McGrath Consulting and the Human Resources department have also been working on establishing the comparables that will be used for the salary study. Attached is a draft list of comparables to be discussed with the Human Resources Committee. There have been discussions about Jefferson and Manitowoc as possible comparables versus Outagamie and Winnebago counties. Market position - the other item for discussion at the Human Resources Committee meeting is at what market percentile Portage County wants to be at compared to the comparables. For example at the average (50% percentile), just above the average, just below the average, etc. If anyone has any questions before the meeting feel free to contact me at 715-356-1369. Page 47 of 60 Dear Portage County Employee: Portage County has engaged McGrath Human Resources Group to conduct a comprehensive review of the County’s Classification and Compensation System. An important part of this project is gaining a clear and current understanding of the work performed througho ut the County. Your role in this process is important. No one understands the day -to-day responsibilities of your position better than you do. Your input will help ensure the consultants have an accurate understanding of the work being performed in each position. A Position Questionnaire will need to be completed for each job title within each department, to gain additional information about duties and responsibilities. Not all employees are required to complete a document, but there will be a document completed for each uniquely identified position. An instructional video can be accessed with this link https://youtu.be/OuTcURwtI0o If an advertisement pops up with ‘Continue to Download’, do not download anything. Wait for the Skip button to appear on the right-hand side of the ad and click the Skip button. Or use the QR code provided. We encourage you to watch this video! Important Dates • Employees should see an external email from comp360@mcgrathconsulting.com on 8/31/2026 • Deadline for Completion is 9/11/2026 • Supervisors/Reviewer will be able to begin the review process 9/7/2026 • Supervisors/Reviewers must have all reviews completed by 9/25/2026 Once the deadlines pass, the Questionnaire will no longer be available. Please print a copy before you submit, if you wish to retain a copy. Additional Information • Base your answers on what is normal for your current job, not special projects or temporary assignment duties, unless this is a regular part of the job. This document needs to encompass many jobs within the county, so the questions are not specific to any single position. Your answers should align with your current position description, which can be used to assist you with completion of the Questionnaire. • The Questionnaire should take under two (2) hours to complete. This Questionnaire should only be completed using a work computer and during your regular hours of work. • There is no word limit in the job responsibilities section of the document. Please provide detail. • Do not leave answers blank. • Be sure to read each question and section carefully as some questions only allow for one (1) answer. If two (2) answers seem to fit your situation, select the one (1) that works best. In other situations, you may be asked to select all responses that apply to that question. • Shared Participants: If you complete the document as a team, it must be completed as a group. You cannot forward the document to others for review . If you are completing it as a group, your supervisor will have discussed this with you. • Once you have completed the Questionnaire, an email version will display your answers if you want to go back and edit any answer. You will have the option to print out a copy for yourself at this step. • Once you click the “Lock and Submit” button, the Questionnaire is locked and cannot be re-opened. • Supervisors will view the documents. Supervisors have a separate section in the Questionnaire to provide any comments, additional input, or clarifications, but employee responses cannot be changed. Thank you for your time in completing the Position Questionnaire and for reviewing the Questionnaires for your employees; we cannot complete this project without the assistance of our employees. As a reminder, this is NOT a justification of positions nor is it an evaluation of anyone’s performance, but simply an explanation of the position. If you have any questions, please contact Human Resources for clarification. Page 48 of 60 Additional Information on What a Compensation Study is and What it is Not What a Compensation Study Is A compensation study is a structured, data-driven evaluation of an organization’s pay practices. It aims to ensure that compensation administration is equitable, competitive, and aligned with the organization’s goals. Analysis of the information gathered for each County position will focus on the duties and responsibilities of the position and other factors, not on the volume of tasks, or how many times a particular task is performed. A compensation study is designed to provide an objective and consistent framework for evaluating positions and compensation practices. Specifically, a Compensation Study: • Evaluates Market Competitiveness – Compares the organization’s compensation to reliable external market data to determine how pay ranges and rates compare to the market with the identified labor market. • Analyzes the Work Performed – Reviews job descriptions, position questionnaires, and other information to understand the duties, responsibilities, knowledge, skills, complexity, decision -making, and other position characteristics. • Analyzes Internal Equity – Examines the relative value of positions within the organization for consistency and pay relationships among jobs with similar levels of responsibility and requirements. • Reviews Salary Structure – Evaluates the salary structure, including the relationship between grades, ranges, minimums, midpoints, and maximums. • Identifies Compensation Issues and Opportunities – Identifies areas of market misalignment, internal compression or inequity, classification concerns, or other factors that may affect recruitment, retention, or salary administration. • Provides Recommendations – Develops recommendations for salary ranges, placement of positions within the structure, classification changes, salary administration practices, and other compensation policies based on the findings of the study. • Supports Strategic Decisions – Establishes information, tools, and recommendations for the organization to make informed compensation decisions and effectively maintain the system over a period of time. What a Compensation Study Is Not A compensation study does not make individual pay decisions or guarantee salary increases. Specifically, a Compensation Study: • Is Not an Individual Performance Review – The study evaluates the position and the work it is responsible for. It does not evaluate personal performance, productivity, or contribution. Those evaluations occur through performance management processes. • Does Not Automatically Change Pay – The study establishes and evaluates salary structures and provides recommendations for how positions should be positioned within those structures. The methodology for individual wage adjustments will depend on organizational strategy, budget, and leadership approval. • Does Not Determine an Individual Employee’s Worth – The study evaluates the characteristics and requirements of positions, not the value, commitment, or potential of the individuals performing those jobs. Employees may bring different levels of experience, performance, and contribution to the same position. • Does Not Cover Non -Compensation Topics – Culture, engagement, workload, and career development may influence compensation strategies but are not evaluated directly in this type of study. • Is Not a Permanent Solution – Compensation studies represents the market and organizational conditions at a particular point in time. Labor markets, wages, organizational needs, and economic conditions change, making periodic review and maintenance of the compensation system important • Does Not Guarantee Alignment with Every Employee Expectation – Compensation recommendations are based on a specific methodology process that involves the evaluation of positions, relevant market data, compression, and aligns with the organization’s compensation philosophy. Individual expectations may not align with the results of the Study. Page 49 of 60 1. Primary county comparables These are core geographical and organizational comparisons. • Marathon County • Waupaca County • Wood County Adams, Waushara, and Shawano Counties are geographically relevant to Portage County; however, their inclusion would add limited value. 2. Regional county market comparators These are similar in size, complexity, service level and workforce comparability. • Chippewa County • Columbia County • Dodge County • Eau Claire County • Fond du Lac County • La Crosse County • Outagamie County • Sauk County • Winnebago County 3. Municipal comparators There is a broad range of occupations that are transferable to municipal service. • City of Marshfield • City of Stevens Point • City of Wausau • City of Wisconsin Rapids • Village of Plover 4. Other • State of Wisconsin – position specific • Economic Research Institute (ERI) – regional private database • Private open-source search for local Page 50 of 60 1 Portage County Human Resources 1462 Strongs Avenue Stevens Point, WI 54481 Phone (715) 346-1327 Fax (715) 343-6274 Memorandum To: Human Resources Committee From: Laura Belanger Tess, Human Resources Director Date: August 31, 2026 Re: New Position Request – Continuation of ERP Implementer The position of ERP Implementer was approved as a new position request mid-2024 to be funded with State and Local Fiscal Recovery Funds (SLFRF), which will be expiring December 31, 2026. Even though the position was approved mid-2024 this was a difficult recruitment and the initial employee in the position was hired December 30, 2024 until May 20, 2025. The incumbent was hired on October 1, 2025 and since coming on board has made significant progress. I am requesting this position continue through at least 2027 to continue the progress that has been made in implementing new modules in the County’s Enterprise Resource Planning (ERP) system. • Personnel Actions - the County has launched adding new hires through personnel actions and is close to processing terminations and employee changes through personnel actions. • Time and Attendance – the County currently has Time and Attendance sessions scheduled with Tyler starting October 6, 2026 through December 8, 2026. These sessions will be the start of moving the Sheriff’s Office time entry from the AS400/Power 9 system to the County’s ERP system. • Recruiting and Onboarding module – after personnel actions is complete the next step is implementing the recruiting and onboarding module in the ERP system. • Set ups are started for notifications and task lists in the ERP system but there is still work to be done to complete these options. • Other modules to be implemented include Certifications and Trainings and Work Orders. Progress has finally been made in these areas and current staff, without the ERP Implementer, do not have time to take on these additional duties. If the ERP Implementer position is not continued there is very high probability these modules will not be implemented. The proposal is to fund the position with use of transitional funding. The request at this time is to continue the position for another year through 2027. Page 51 of 60 NEW POSITION REQUESTS Need to update New Position Requests Received for the 2027 Budget DEPARTMENTS BY CLASSIFICATION POSITION SOURCE OF FUNDING SALARY BENEFITS TOTAL COST OF POSITION ADDITIONAL HOURS PER WEEK ADDITIONAL POSITIONS ADDITIONAL FTE POSITION BUDGET IMPACT Culture, Recreation & Education Library Branch Librarian - 28 hours to 32 hours per week Levy 62,964 10,162 73,126 32 0.00 0.20 9,286 General Government Family Court Commissioner Administrative Associate III* Levy 36,418 5,619 42,037 10 0.00 0.25 28,330 Finance Finance Manager Levy 76,469 43,929 120,398 40 1.00 1.00 120,398 Human Resources ERP Implementer** Levy 75,029 43,707 118,736 40 1.00 1.00 118,736 Health & Human Services Health & Human Services Economic Support Specialist*** Grant Sources 53,163 40,999 94,162 40 1.00 1.00 94,162 - Public Works - Total $304,043 $144,416 $448,459 3 3.45 $370,912 The process for new positon request requires submission by the Department Director to the Human Resources Director no later tha n June 1st each year. Each new position request must include completion of a request for additional staff form that includes th e following supporting documentation: a costin g for the position which includes the funding sources that include the classificati on as recommended by the Human Resources department, a brief narrative of justification for the position, a job description for the position as approved by the Human Resources department, governing committee recommendation of the new position request and the Human Resources Requisition Form. The additional hours per week reflect the additional hours in the 2027 budget. The total cost of the position is for informati onal purposes. Page 52 of 60 PORTAGE COUNTY, WI NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS Report generated: 08/31/2026 21:24 User: belangl Program ID: bgnyrpts Page 1 PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 ACCOUNTS FOR: 2025 2026 2026 2026 2026 2027 General ACTUAL ORIG BUD REVISED BUD ACTUAL PROJECTION Department COMMENT 11820000 Human Resources Other General Governme .00 .00 .00 .00 .00 .00 ________ Local Departments .00 .00 .00 .00 .00 .00 ________ Miscellaneous Revenue -232.00 .00 .00 .00 .00 .00 ________ Transfer from General .00 .00 .00 .00 .00 .00 ________ Transfer from Enterpri .00 .00 .00 .00 .00 .00 ________ Transfer from Internal -32,182.05 -34,376.00 -34,376.00 -21,795.66 -34,472.00 -36,100.00 ________ Fund Balances Applied .00 -100,000.00 -100,000.00 .00 -88,280.00 -118,561.00 ________ Salaries/Wages (Full-t 363,149.01 442,296.00 442,296.00 258,993.60 422,970.00 517,682.00 ________ Limited Term Employmen .00 .00 .00 .00 .00 .00 ________ Longevity 7,297.28 7,545.00 7,545.00 .00 7,516.00 7,772.00 ________ FICA & Medicare Taxes 26,989.99 32,745.00 32,745.00 18,538.17 32,357.00 39,099.00 ________ Retirement - County Sh 25,773.94 32,389.00 32,389.00 18,644.05 30,995.00 38,096.00 ________ Health Insurance - Cou 67,833.12 108,012.00 108,012.00 60,431.02 88,782.00 134,919.00 ________ Life Insurance - Count 274.08 328.00 328.00 208.56 355.00 399.00 ________ Disability Insurance - 1,031.04 1,214.00 1,214.00 782.47 1,227.00 1,475.00 ________ PEHP 1,800.00 2,250.00 2,250.00 1,425.00 2,213.00 2,700.00 ________ Worker's Compensation 651.33 783.00 783.00 414.49 677.00 828.00 ________ HSA Contribution 2,000.00 2,000.00 2,000.00 2,000.00 2,500.00 3,500.00 ________ Professional Services .00 100,000.00 100,000.00 88,280.00 88,280.00 840.00 ________ Consulting Services .00 .00 .00 .00 .00 .00 ________ Legal Services .00 .00 .00 .00 .00 .00 ________ Page 53 of 60 PORTAGE COUNTY, WI NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS Report generated: 08/31/2026 21:24 User: belangl Program ID: bgnyrpts Page 2 PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 ACCOUNTS FOR: 2025 2026 2026 2026 2026 2027 General ACTUAL ORIG BUD REVISED BUD ACTUAL PROJECTION Department COMMENT Reference/Background C 37.00 .00 .00 .00 .00 .00 ________ Arbritrations/Hearings .00 .00 .00 .00 .00 .00 ________ Contracted Training/Ed .00 .00 .00 .00 .00 .00 ________ Telephone 587.40 640.00 640.00 469.92 705.00 742.00 ________ Cellular Services .00 .00 .00 .00 .00 .00 ________ Computer Services - Co 35,252.00 38,805.00 38,805.00 25,870.00 38,805.00 46,689.00 ________ FMLA Administration 10,660.26 10,751.00 10,751.00 10,750.32 9,950.00 9,727.00 ________ Office Supplies 269.38 500.00 500.00 192.63 400.00 400.00 ________ Office Equipment (unde 5,982.22 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 ________ Postage & Shipping .00 360.00 360.00 931.99 375.00 400.00 ________ Photocopying & Printin 3,821.84 2,803.00 2,803.00 762.98 3,821.00 3,821.00 ________ Publications Subscript 303.83 528.00 528.00 118.93 504.00 516.00 ________ Subscriptions .00 .00 .00 .00 .00 .00 ________ Membership & Associati 1,432.00 1,766.00 1,766.00 1,741.30 1,098.00 2,165.00 ________ Advertising .00 .00 .00 .00 .00 .00 ________ Employment Advertising 3,124.78 3,500.00 3,500.00 6,512.58 8,100.00 10,000.00 ________ Conference & Reg(In St 435.00 1,120.00 1,120.00 300.00 870.00 1,345.00 ________ Conference & Reg(Out o .00 .00 .00 .00 .00 .00 ________ Training - Countywide 5,772.50 10,000.00 10,000.00 7,587.50 10,000.00 10,000.00 ________ Training - Department 273.00 500.00 500.00 247.00 400.00 500.00 ________ Mileage 904.40 824.00 824.00 311.32 993.00 1,180.00 ________ Meals 34.00 348.00 348.00 21.34 80.00 348.00 ________ Page 54 of 60 PORTAGE COUNTY, WI NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS Report generated: 08/31/2026 21:24 User: belangl Program ID: bgnyrpts Page 3 PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 ACCOUNTS FOR: 2025 2026 2026 2026 2026 2027 General ACTUAL ORIG BUD REVISED BUD ACTUAL PROJECTION Department COMMENT Lodging 638.00 1,248.00 1,248.00 236.00 539.00 1,256.00 ________ Airfare .00 .00 .00 .00 .00 .00 ________ Other Travel 18.00 .00 .00 .00 .00 .00 ________ Rental Car .00 .00 .00 .00 .00 .00 ________ Furniture .00 .00 .00 .00 .00 .00 ________ Human Resources 533,931.35 673,879.00 673,879.00 488,975.51 636,760.00 686,738.00 ________ TOTAL General 533,931.35 673,879.00 673,879.00 488,975.51 636,760.00 686,738.00 ________ TOTAL REVENUE -32,414.05 -134,376.00 -134,376.00 -21,795.66 -122,752.00 -154,661.00 ________ TOTAL EXPENSE 566,345.40 808,255.00 808,255.00 510,771.17 759,512.00 841,399.00 ________ GRAND TOTAL 533,931.35 673,879.00 673,879.00 488,975.51 636,760.00 686,738.00 ________ ** END OF REPORT - Generated by Belanger, Laura ** Page 55 of 60 PORTAGE COUNTY, WI NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS Report generated: 08/31/2026 21:29 User: belangl Program ID: bgnyrpts Page 1 PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 ACCOUNTS FOR: 2025 2026 2026 2026 2026 2027 General ACTUAL ORIG BUD REVISED BUD ACTUAL PROJECTION Department COMMENT 11912000 Employee Benefits Other Miscellaneous Re -2,500.00 -2,500.00 -2,500.00 -2,500.00 -2,500.00 -2,500.00 ________ Fund Balances Applied .00 -123,104.00 -183,104.00 .00 -167,868.00 -172,581.00 ________ Benefit Payouts 269,088.55 350,000.00 410,000.00 327,275.91 410,000.00 400,000.00 ________ Retirement - County Sh .00 .00 .00 .00 .00 .00 ________ Health Insurance - Cou .00 .00 .00 .00 .00 .00 ________ Life Insurance - Count -14.10 .00 .00 .00 .00 .00 ________ Disability Insurance - -23.04 .00 .00 .00 .00 .00 ________ Unemployment 5,815.42 20,000.00 20,000.00 6,286.56 6,000.00 20,000.00 ________ State Assessment Fee 742.58 797.00 797.00 844.80 845.00 963.00 ________ Flexible Spending Admi 5,952.84 5,867.00 5,867.00 5,752.54 5,011.00 5,383.00 ________ Interest .00 .00 .00 .00 .00 .00 ________ Recognition 3,962.04 4,690.00 4,690.00 740.63 4,362.00 4,585.00 ________ Interest & Penalties .00 .00 .00 .00 .00 .00 ________ Reconciling Items 241.94 .00 .00 .00 .00 .00 ________ Designated for Future .00 .00 .00 .00 .00 .00 ________ Employee Benefits 283,266.23 255,750.00 255,750.00 338,400.44 255,850.00 255,850.00 ________ TOTAL General 283,266.23 255,750.00 255,750.00 338,400.44 255,850.00 255,850.00 ________ TOTAL REVENUE -2,500.00 -125,604.00 -185,604.00 -2,500.00 -170,368.00 -175,081.00 ________ TOTAL EXPENSE 285,766.23 381,354.00 441,354.00 340,900.44 426,218.00 430,931.00 ________ GRAND TOTAL 283,266.23 255,750.00 255,750.00 338,400.44 255,850.00 255,850.00 ________ ** END OF REPORT - Generated by Belanger, Laura ** Page 56 of 60 PORTAGE COUNTY, WI NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS Report generated: 08/31/2026 21:29 User: belangl Program ID: bgnyrpts Page 2 PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 ACCOUNTS FOR: 2025 2026 2026 2026 2026 2027 General ACTUAL ORIG BUD REVISED BUD ACTUAL PROJECTION Department COMMENT Field # Total Page Break Sequence 1 1 Y N Sequence 2 9 Y N Sequence 3 11 Y N Sequence 4 0 N N Report title: 08/31/2026 21:29 |PORTAGE COUNTY, WI |P belangl |NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS |bgnyrp PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 Report type: 1 Budget level: 1 Percentage change calculation method: 1 Print first or second year of budget requests: F Print revenue as credit: Y Include cfwd in rev bud: N Include cfwd in actuals: N Print totals only: Y Include segment code: N Include report grand totals by account type: Y Print full GL account: N Double space: N Suppress zero bdgt accts: N Print as worksheet: N Print percent change or comment: C Print text: N Amounts/totals exceed 999 million dollars: N Print five budget levels: N Report view: D Account description: S Truncate full description: N Find Criteria Field Name Field Value Org 11912* Object Project Account type Account status Page 57 of 60 PORTAGE COUNTY, WI NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS Report generated: 08/31/2026 21:27 User: belangl Program ID: bgnyrpts Page 1 PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 ACCOUNTS FOR: 2025 2026 2026 2026 2026 2027 Health Insurance ACTUAL ORIG BUD REVISED BUD ACTUAL PROJECTION Department COMMENT 73820000 Health Insurance Interest Income -218,223.61 -75,000.00 -75,000.00 -29,021.29 -50,000.00 -50,000.00 ________ Fund Balances Applied .00 .00 .00 .00 -11,298.00 -62,421.00 ________ Investment Management 6,982.77 6,500.00 6,500.00 4,190.88 7,200.00 6,600.00 ________ Designated for Future .00 27,354.00 27,354.00 .00 .00 .00 ________ Transfer Out to Genera 32,182.05 34,376.00 34,376.00 21,795.66 34,472.00 36,100.00 ________ Health Insurance -179,058.79 -6,770.00 -6,770.00 -3,034.75 -19,626.00 -69,721.00 ________ 73823000 Health Insurance Internal Service - Loc -8,277,020.49 -9,967,460.00 -9,967,460.00 -6,224,243.87 -9,310,000.00 -10,400,000.00 ________ Internal Service - Ope -1,261,090.45 -500,000.00 -500,000.00 -201,541.53 -429,660.00 -537,596.00 ________ FICA & Medicare Taxes .00 .00 .00 .00 .00 .00 ________ Disability Insurance - .00 .00 .00 .00 .00 .00 ________ Wellness Incentives .00 .00 .00 .00 .00 .00 ________ Professional Services .00 .00 .00 .00 .00 .00 ________ Consulting Services .00 .00 .00 .00 .00 .00 ________ Accounting/Auditing Se .00 .00 .00 .00 .00 .00 ________ Excess Coverage/Stop L 1,506,532.20 1,812,569.00 1,812,569.00 1,835,201.40 1,710,763.00 2,220,375.00 ________ State Assessment Fee 3,721.58 3,910.00 3,910.00 3,946.56 3,947.00 4,347.00 ________ Supplies & Expenses .00 .00 .00 .00 .00 .00 ________ Health Insurance -8,027,857.16 -8,650,981.00 -8,650,981.00 -4,586,637.44 -8,024,950.00 -8,712,874.00 ________ 73823020 Health Ins - Medical Miscellaneous Revenue .00 .00 .00 .00 .00 .00 ________ Page 58 of 60 PORTAGE COUNTY, WI NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS Report generated: 08/31/2026 21:27 User: belangl Program ID: bgnyrpts Page 2 PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 ACCOUNTS FOR: 2025 2026 2026 2026 2026 2027 Health Insurance ACTUAL ORIG BUD REVISED BUD ACTUAL PROJECTION Department COMMENT Third Party Administra 1,065.00 72,000.00 72,000.00 73,032.10 930.00 .00 ________ Claims 7,141,884.75 7,062,000.00 7,062,000.00 7,467,074.12 7,028,967.00 7,520,995.00 ________ Vaccinations .00 .00 .00 .00 .00 .00 ________ Health Ins - Medical 7,142,949.75 7,134,000.00 7,134,000.00 7,540,106.22 7,029,897.00 7,520,995.00 ________ 73823030 Health Ins - Pharmacy Miscellaneous Revenue -23,420.00 -52,870.00 -52,870.00 -11,461.03 -31,000.00 -31,000.00 ________ Internal Service - Ope -740,348.16 -600,000.00 -600,000.00 -394,591.68 -700,000.00 -600,000.00 ________ Third Party Administra 35,961.73 87,800.00 87,800.00 54,867.22 52,377.00 53,289.00 ________ Claims 1,787,627.62 1,853,000.00 1,853,000.00 1,850,000.00 1,483,000.00 1,616,470.00 ________ Health Ins - Pharmacy 1,059,821.19 1,287,930.00 1,287,930.00 1,498,814.51 804,377.00 1,038,759.00 ________ 73823040 Health Ins - Incentives Special Activity Pay .00 .00 .00 .00 .00 .00 ________ FICA & Medicare Taxes 7,330.21 10,500.00 10,500.00 3,920.58 9,180.00 9,900.00 ________ Wellness Incentives 137,280.00 175,000.00 175,000.00 84,720.00 153,000.00 165,000.00 ________ Medical Services 35,075.00 32,452.00 32,452.00 31,444.75 31,047.00 29,732.00 ________ Photocopying & Printin .00 .00 .00 .00 .00 .00 ________ Publications Subscript 341.10 817.00 817.00 .00 817.00 817.00 ________ Conference & Reg(In St .00 .00 .00 .00 .00 .00 ________ Mileage .00 .00 .00 .00 .00 .00 ________ Promotional Materials 443.79 425.00 425.00 .00 450.00 475.00 ________ Health Ins - Incentive 180,470.10 219,194.00 219,194.00 120,085.33 194,494.00 205,924.00 ________ 73824000 Employee Assistance Program Page 59 of 60 PORTAGE COUNTY, WI NEXT YEAR / CURRENT YEAR BUDGET ANALYSIS Report generated: 08/31/2026 21:27 User: belangl Program ID: bgnyrpts Page 3 PROJECTION: 20271 2027 Countywide Budget FOR PERIOD 99 ACCOUNTS FOR: 2025 2026 2026 2026 2026 2027 Health Insurance ACTUAL ORIG BUD REVISED BUD ACTUAL PROJECTION Department COMMENT Miscellaneous Revenue .00 .00 .00 -17.57 -28.00 -20.00 ________ Employee Assistance Pr 16,626.24 16,627.00 16,627.00 16,626.24 15,836.00 16,937.00 ________ Employee Assistance Pr 16,626.24 16,627.00 16,627.00 16,608.67 15,808.00 16,917.00 ________ TOTAL Health Insurance 192,951.33 .00 .00 4,585,942.54 .00 .00 ________ TOTAL REVENUE -10,520,102.71 -11,195,330.00 -11,195,330.00 -6,860,876.97 -10,531,986.00 -11,681,037.00 ________ TOTAL EXPENSE 10,713,054.04 11,195,330.00 11,195,330.00 11,446,819.51 10,531,986.00 11,681,037.00 ________ GRAND TOTAL 192,951.33 .00 .00 4,585,942.54 .00 .00 ________ ** END OF REPORT - Generated by Belanger, Laura ** Page 60 of 60