2026 CSM Hours Baselines for your Review, Revision and Approval

--00000000000031cfb70649dc3d09 Content-Type: multipart/alternative; boundary="00000000000031cfb60649dc3d07" --00000000000031cfb60649dc3d07 Content-Type: text/plain; charset="UTF-8" Hi RDOs: Please see the attached file with detailed Hours data for all of your CSMs. Note in Column N the calculated Hours Baseline, based on the Q4 Monthly Hours Average, that will be used to determine the Hours Growth as part of the Bonus calculation for the Hours Metrics in the New Bonus plan. Each RDO has a separate tab with the data for their CSMs. *Please complete the following by the EOD Friday, 2/6:* 1. Review the list of employees to ensure all CSMs are listed. 2. If there are any Terminated CSMs, or those with a future Termination date, please enter a note in Column N. If there any employees who have or will be Transferring out of a CSM roles, please note that as well. 3. Review CSM Client Assignments, and revise as necessary in internal systems. 4. Based on revised Client Assignments, review Q4 Monthly Average Hours for Clients being re-assigned and input the Revised Baseline in the FINAL 2026 NEW PLAN BASELINE Column. 5. Focus on Termed employees to ensure the Hours for their Clients have been fully re-assigned. 6. Other likely situations that may require adjustments are: 1) During a position vacancy, Clients were temporarily Assigned to a CSM, but now that position has been filled; those Clients' Hours should be assigned to the new employee. Thus, you would add hours to the new employee's Original Baseline (Column N), based on the applicable Clients Q4 Hours' monthly average, and input the Final Baseline Hours in Column O). Then, subtract those same hours from the CSM' Original Baseline (Column N) who had been assigned to those Clients temporarily and input the Final Baseline in Column O. 2) A CSM has grown their Client load to the point where they are maxed out, where the solution is to transfer Clients to another CSM. Follow the same process for the Baselines of subtraction / addition as described in the 1st situation above. 7. When all Revisions have been made, the Sum of each Sites' Final Baselines should generally be equal or higher than the AVERAGE MONTHLY HOURS INCLUDING TERMS, shown at the bottom of the spreadsheet. 8. Copy your tab's Final Approved Baselines into a separate Excel file, and send it to me by the deadline above. I will be sending the CGM Hours file tomorrow for you to complete the same process. Thanks and please let me know if you have any questions. Bob --00000000000031cfb60649dc3d07 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi RDOs: Please see the atta= ched file with detailed Hours data for all of your CSMs.=C2=A0 Note in Colu= mn N the calculated Hours Baseline, based on the Q4 Monthly Hours Average, = that will be used to determine the Hours Growth as part of the Bonus calcul= ation for the Hours Metrics in the New Bonus plan. Each RDO has a separate tab with the data for their CSMs.=C2=A0=C2=A0 Please complete the=C2=A0following by the EOD Frida= y, 2/6: Review the list of= employees to ensure all CSMs are listed. If there are any Terminated CSMs, or those with a future Termination date= , please enter a note in Column N. If there any employees who have or will = be Transferring out of a CSM roles, please note that as well. Review CSM Client Assignments, and revise as necessar= y in internal systems.=C2=A0 Based on re= vised Client Assignments, review Q4 Monthly Average Hours for Clients being= re-assigned and input=C2=A0 the Revised Baseline in the FINAL 2026 NEW PLA= N BASELINE Column. Focus on Termed emplo= yees to ensure the Hours for their Clients have been fully re-assigned. Other likely situations that may require ad= justments are:=C2=A0 1) During a position vacancy, Clients were temporarily= Assigned to a CSM, but now that position has been filled; those Clients&#3= 9; Hours should be assigned to the new employee.=C2=A0 Thus, you would add = hours to the new employee's Original Baseline (Column N), based on the = applicable Clients Q4 Hours' monthly average, and input the Final Basel= ine Hours in Column O).=C2=A0 Then, subtract those same hours from the CSM&= #39; Original Baseline (Column N) who had been assigned to those Clients te= mporarily and input the Final Baseline in Column O.=C2=A0 2) A CSM has grow= n their Client load to the point where they are maxed out, where the soluti= on is to transfer Clients to another CSM.=C2=A0 Follow the same process for= the Baselines of subtraction / addition as described in the 1st situation = above. When all Revisions have been made= , the Sum of each Sites' Final Baselines should generally be equal or h= igher than the AVERAGE MONTHLY HOURS INCLUDING TERMS, shown at the bottom o= f the spreadsheet. Copy your tab's F= inal Approved Baselines into a separate Excel file, and send it to me by th= e deadline above. I will be sending the CGM Hours file tomorr= ow for you to complete