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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Section VII Scope of Services
Please complete the following chart identifying each item as either (a) scheduled/ongoing, or (b) as
requested (but not both) and provide additional fee amount, if applicable.
New Client On-Boarding Process
Scheduled
/ Ongoing
As
Requested
Additional Fee and/or
Frequency Limit
Data collection, benefit plan overview,
audit, etc.
Scheduled
Included, No Limit
Baseline assessment
Scheduled
Included, No Limit
Strategic Planning
Scheduled
/ Ongoing
As
Requested
Additional Fee and/or
Frequency Limit
Executive management meetings and
benefits philosophy development
Scheduled,
Ongoing
Included, No Limit
Develop multi-year strategy
Scheduled,
Ongoing
Included, No Limit
Benchmarking
Scheduled,
Ongoing
Included, No Limit
Provide specific recommendations to
address Unipres’ chronic disease
conditions, risk factor prevalence, gaps in
care and utilization patterns
Scheduled,
Ongoing
Included, No Limit
Employee contribution strategies
Scheduled,
Ongoing
Included, No Limit
Development of cost-containment
strategies, including plan design changes
Scheduled,
Ongoing
Included, No Limit
Develop employee engagement strategies
Scheduled,
Ongoing
Included, No Limit