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PAGE 42

Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP

Evaluation and Analysis

Scheduled

/ Ongoing

As

Requested

Additional Fee and/or

Frequency Limit

Optimize employee healthcare decision

making and consumerism

Scheduled,

Ongoing

Included, No Limit

Evaluate current and alternative network

strategies

Scheduled,

Ongoing

Included, No Limit

Measure and report vendor and network

performance

Scheduled,

Ongoing

Included, No Limit

Research, analyze and recommend

strategies to improve efficiency of

administration and delivery

Scheduled,

Ongoing

Included, No Limit

Evaluation of current and alternative

healthcare vendor capabilities

Scheduled,

Ongoing

Included, No Limit

Actuarial

Scheduled

/ Ongoing

As

Requested

Additional Fee and/or

Frequency Limit

Budget development

Scheduled,

Ongoing

Included, No Limit

Monthly reporting - actual plan expenses

compared to budget

Scheduled,

Ongoing

Included, No Limit

COBRA and Retiree rate development

Scheduled,

Ongoing

Included, No Limit

Multi-year cost projections and forecasting Scheduled,

Ongoing

Included, No Limit

IBNR

Scheduled,

Ongoing

Included, No Limit

Plan design change modeling

Scheduled,

Ongoing

Included, No Limit

Experience Monitoring, including:

-

Trend analysis

-

Utilization analysis

-

Variance analysis to budget

-

Large claim monitoring

Scheduled,

Ongoing

Included, No Limit

Contribution modeling

Scheduled,

Ongoing

Included, No Limit

Workforce demographic analysis

Scheduled,

Ongoing

Included, No Limit

Renewals and RFPs

Scheduled

/ Ongoing

As

Requested

Additional Fee and/or

Frequency Limit