Timeline

Action Item

Owner

Deliverable

Status

Monthly

Monthly Claims/Risk calls to align with Safety Committee Meetings (MSD25 to provide minutes)

USI Claims/RM/Service teams

MSD25 all available

MSD25 to provide minutes from SCMs

Next steps determined on each call

Monthly recurring meeting scheduled for last Tuesday of the month

Quarterly

On-site surveys, locations outlined below

USI Risk Control

MSD25 Facilities

Site-specific reports

Q1 completed,

Q2 scheduled

Q1/ Q2

Workers Compensation experience factor review (2.1957)

USI Workers Compensation

MSD25 HR/RM

Identify opportunities to lower the experience factor

Awaiting WA L&I administrative access

Q2

Provide winterization preparedness tips including de-icing practices, snow and ice removal, boiler and general winter maintenance, Seasonal Affective Disorder (SAD)

USI Risk Control

Documents/Tips

Provided 12/1/25, ongoing as needed

Q2

Introduce Praesidium, best in class abuse prevention resources

USI Risk Control

Recommendation and cost outline

Scheduling introductory call

Ongoing

Explore cost effective platform for housing and documentation of incidents and claims, possible reporting improvement

USI Risk Control

Identify options, map cost with comparison to current Vector offering

Platform identified. Next step is to coordinate a demo

Timeline

Locations

Owner

Deliverable

Completion Date

Q1

1. Transportation
2. Old Liberty
3. Marysville Pilchuck HS

USI Risk Control

MSD25 Facilities

Site-specific reports

Completed, survey reports provided

Q2

1. New Liberty
2. Totem MS
3. Marysville Getchel HS

USI Risk Control

MSD25 Facilities

Site-specific reports

Site visits scheduled for this month 

Q3

1. Pinewood Elementary

USI Risk Control

MSD25 Facilities

Site-specific reports

Q4

1. Sunnyside Elementary

USI Risk Control

MSD25 Facilities

Site-specific reports

Renewal Planning Step

Assigned To

Timeline

Pre-Renewal Strategy Meeting

USI

March

Review and Update Exposures

MSD25

March – April

Analysis and Program Review

USI

April

Submission to Selected Markets

USI

April – May

Marketing and Negotiation

USI

May – June

Meet with Potential Insurance Carriers

USI and MSD25

June – July

Proposal Meeting

USI

July

Present to Board

USI

July

Final Decision

MSD25

Prior to August 1

Bind Coverage and Invoicing

USI

August for Sept 1 Renewal