PS Add New Benefit for Canadian Open Enrollment Details: 1) In SQR zbnr0002 in the procedure Get-Life-ADD-Ben-Data Details Detailed

information about the item 4000 character limit 1a) Remove the hard coded coverage maximums for Benefit Programs BHM and TMP and replace with logic to use maximum coverage amounts in the CALC_RULES_TBL. Ref CR23120 Revision: 09-10-12: Only include Benefit Program BHM not TMP. Plan Type/Benefit Plan 20/BCLIF, 21/BCLIF1, 22/BCADD, 27/(BCOPAE or BCOPAF) 2Z/BCLDP 1b) Add logic for coverage maximum for Plan Type/Benefit Plan: 20/BCLIFT - Revision 09-10-12 - remove the requirement for BCLIFT 22/BTADD - Revision 09-10-12 - remove the requirement for BTADD 2) In SQR zbnr0001, znbr002, and ESS Canadian Benefit Summary - Add new benefit Optional Critical Illness for Benefit Program BHM PS Setup for testing 2a. Add three new Plan Types Plan Description 2V Opt Critical Illness Employee 2W Opt Critical Illness Spouse 2X Opt Critical Illness Children

Short Description OCI EE OCI SP OCI CH

2b. Add three new Benefit Plans Plan Benefit Plan Description 2V BCOCIE Opt Critical Illness Employee 2W BCOCIS Opt Critical Illness Spouse 2X BCOCIC Opt Critical Illness Children CFR 2V 2W 2X

Short Description OCI EE OCI SP OCI CH

BCOCIE BCOCIS BCOCIC

Maladies graves facult. empl. Maladies graves facult. conj. Maladies graves facult. enfant

OCI EE OCI SP OCI CH

2c. Add the three new benefit plans to the Life/AD&D table 2d. Add a New Age-Graded Rate Table Age-Graded Rate Table ID: OCI Description: Opt Crit Illness EE/Spouse Short Description: OCI-EE/Sp update General tab and Employee portion tab Rate: biweekly rate per thousand 2e. Add a New Flat Rate Table Flat Rate Table ID: OCIC Description: Opt Critical Illness Children Short Description: OCI-Child Rate: biweekly rate = .1940 per thousand 2f. Add two New Calculations Rule Tables Calculation Rules Table ID: 1016 Revision 09-26-12: Change 1016 description and add a new calc rule for Spouse Description: Opt Crit Illness EE (remove "/Spouse" from description) Short Description: OCI-EE/Sp Coverage Minimum: $25,000 Coverage Maximum: $200,000 Comments: Employee and Spouse : Coverage by units of $25,000 to a maximum of $200,000 each 09-26-12: Calculation Rules Table ID: 1018 Description: Opt Crit Illness Spouse Short Description: OCI-EE/Sp Coverage Minimum: $25,000 Coverage Maximum: $200,000 Set Age Source = Spouse Calculation Rules Table ID: 1017 Description: Opt Critical Illness Children Short Description: OCI-Child Coverage Minimum: $5,000 Coverage Maximum: $20,000 Comments: Children: Coverage by units of $5,000 to a maximum of $20,000 2g. Add three new deduction codes Plan Ded Code Description 2V 579 Optional Critical Illness EE 2W 586 Optional Critical Illness Sp 2X 592 Optional Critical Illness Ch

Short Description OCI EE OCI SP OCI CH

2h. Add Plan Types 2V, 2W and 2X and 3 New Benefit Plans to BHM Benefit Program Plan Type and Option Tab

Plan 2V 2W 2X

Benerfit BCOCIE BCOCIS BCOCIC

PlanDescription Opt Critical Illness Employee Opt Critical Illness Spouse Opt Critical Illness Children

Ded Code 579 586 592

Cost Tab - Price Plan Rate Type 2V Age Graded 2W Age Graded 2X Flat

Rate Tblid OCI OCI OCIC

Calc Tblid 1016 1018 (Rev 09-26-12) 1017

3. In the ESS page display the new insurance in the Health Coverage section 4. In the two SQRs, add a new section on the second page between the employee name and employee ID header and the Information on insured dependents section. The new section has two boxes equally proportioned on the page with the content shown below. This section should only be displayed for employees in Benefit Program BHM. English: Optional Critical Illness Insurance For you For your spouse For your dependent children

Optional amounts $###,### (=BCOCIE amount) $###,### (=BCOCIS amount) $###,### (=BCOCIC amount)

Canadian French: Assurance facultative contre les maladies graves Montants supplmentaires Rev: 09-26-12 Change title from Montants supplmentaires to Montants facultatifs Pour vous $###,### (=BCOCIE amount) Pour votre conjoint(e) $###,### (=BCOCIS amount) Pour vos enfants charge $###,### (=BCOCIC amount) Note: The SQR already has variables for the text (For you, For your spouse, and For your dependent children) in both ENG and CFR. Optional Amounts: The optional amounts for Plan Types 2V and 2W (Benefit Plans BCOCIE and BCOCIS) = Flat Amount on the employee record and compare to the maximum coverage from calc table ID = 1016 and 1018 (rev 0926-12) from the CALC_RULES_TBL. Display the flat amount if less than the maximum. Display the maximum if the flat amount is greater than the maximum. The optional amounts for Plan Type 2X (Benefit Plan BCOCIC) = Flat Amount on the employee record and compare to the maximum coverage from calc table ID = 1017 from the CALC_RULES_TBL. Display the flat amount if less than the maximum. Display the maximum if the flat amount is greater than the maximum. Revision 09-10-12: The exisiting text catalog line 1 and 2 text will be changed as noted: Line 1: ENG - "Please review the information contained in this document. If you wish to make modifications, you simply have to follow the instructions that will be communicated to you in October prior to the Open Enrolment period from November 5 to November 16, 2012." CFR - "Nous vous invitons prendre connaissance des informations contenues dans le prsent document. Si vous souhaitez y apporter des modifications, vous naurez qu suivre les instructions qui vous seront communiques en octobre, avant la priode de renouvellement du 5 au 16 novembre 2012." Line 2: ENG - "It is understood that your medical and dental option of coverage as reflected in this document will remain as is until December 31, 2014, unless you make a change during this period of Open Enrolment or later if a life event change occurs." CFR - "Il est entendu que loption de protection sant et dentaire, qui apparat sur ce document, demeurera telle quelle jusqu'au 31 dcembre 2014, moins que vous ny apportiez une modification au cours de cette priode de renouvellement ou plus tard si un changement dans votre vie se produit." 5. Add two new text catalog lines 3 and 4 below the Beneficiary information section - Line 3 needs to allow for 5-6 rows of text to accomodate the statements below: ENG - "In addition, during this period of open enrolment, you will also have the opportunity to elect for an amount of Optional Life and/or Optional Critical Illness insurance without proof of good health for yourself or your eligible dependents (special conditions may apply). Please note that modifications to your designation of beneficiary (if revocable) can be made at all times." CFR - "De plus, au cours de cette priode de renouvellement, vous aurez galement l'occasion dadhrer un montant dassurance vie facultative ou d'assurance facultative contre les maladies graves pour vous-mme ou pour vos personnes charge admissibles sans quaucune preuve de sant soit exige (certaines conditions spcifiques peuvent s'appliquer). Veuillez noter que vous pourrez modifier votre dsignation de bnficiaire tout moment (si rvocable)." - Between the two new lines will be the existing text: ENG - "If you do not have to make a change at this time, please keep this document for future reference."

CFR - "Si vous n'avez pas effectuer de changement, veuillez conserver ce document pour rfrence." - Line 4 needs to allow for 1-2 rows of text to accomodate the statements below ENG - "For additional information please contact Suzanne Jean, Benefit Administrator at extension 6373." CFR - "Pour tout renseignement complmentaire, veuillez communiquer avec Suzanne Jean, administratrice des avantages sociaux, au poste 6373." Revision 09-26-12: 6. Exclude plan types 2V, 2W, and 2X from displaying information in the Beneficiary sections on the ESS Canadian Benefit page. Test Plan Item 1: - Set up Benefit Program TMP Plan Type 20 Benefit Plan BCLIFT to use calc TBLID = 1007 - Set up BHM Employees as test IDs enrolled in those plans for Benefit Program BHM and TMP and change the (salary and/or factor and/or Flat amount) benefit enrollments based on each plan setup to be greater than the maximum coverage so that the benefit statement will display the max coverage amount from the CALC_RULES_TBL instead of the employee enrollment amount. Plan Type/ Benefit Plan setup attributes: 20/BCLIF = Factor x Salary + Flat Amount (Factor = 1.5) Cov Max = 300,000 - Change EE salary to test this 21/BCLIF1 = Specified in Employee Record Cov Max = 500,000 - Change the factor and/or salary and flat amount in EE enrollment to test this 22/BCADD = Factor x Salary + Flat Amount (Factor = 1.5) Cov Max = 300,000 - Change EE salary to test this 27/BCOPAE or BCOPAF = Specified in Employee Record Cov Max = 500,000 - Change the factor and/or salary and flat amount in EE enrollment to test this 2Z/BCLDP = Specified in Employee Record Cov Max = 25,000 - Change the factor and/or salary and flat amount in EE enrollment to test this 09-10-12: Remove TMP plans from this CR changes 20/BCLIFT = Factor x Salary + Flat Amount (Factor = 1.0) Cov Max = 50,000 - Change EE salary to test this - Rev 09-10-12: remove the requirement for BCLIFT 22/BTADD = Factor x Salary + Flat Amount (Factor = 1.0) Cov Max = 50,000 - Change EE salary to test this - Revision 09-10-12 - remove the requirement for BTADD Test Plan for item 2: - Enroll test IDs in plan type 2V o Enroll in Benefit Plan BCOCIE - Flat Amount in increment of $25000 < $200,000 - Flat Amount in increment of $25000 < $200,000 - Enroll test IDs in plan type 2W o Enroll in Benefit Plan BCOCIS - Flat Amount in increment of $25000 < $200,000 - Flat Amount in increment of $25000 < $200,000 - Enroll test IDs in plan type 2X (with children dependents) o Enroll in Benefit Plan BCOCIC - Flat Amount in increment of $5000 < $20,000 - Flat Amount in increment of $5000 > $20,000 Sample Test ID types: Com PG Empl ID Class Status Type F/P Time Reg/Tem BCI LJY 1000311376 EER A H F R BHM L1Y 1000311017 EER A H F R BHM L1Y 1000311053 EER A S F R BHM L1Y 1000311095 EER P H F R CCN L1Y 1000823509 EER A H F R Please work on zbnr0002.sqr (Bell Open Enrollment) as the first priority. If more time is needed to finish the other sqr and on-line ESS page before open enrollment time (First week of October) I will move those two items to a new CR. Requested Completion Date: 10/01/2012 Requested Completion Date Requested completion date for the task by the client Vendor Status: (None) Vendor Status This is the status of the item from the vendor perspective. Outage Duration: 0.00 Outage Duration Enter outage in hours and quarter hours (ex: 1.25, 12.50) Estimated LOE Estimated Level of Effort in hours Rough Order of Magnitude: Other Estimated LOE: 0