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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Identify appropriate vendor partners based
on strategy
Scheduled,
Ongoing
Included, No Limit
Measure/monitor performance and results Scheduled,
Ongoing
Included, No Limit
Ongoing wellness vendor management
and reporting
Scheduled,
Ongoing
Included, No Limit
Employee Wellness Survey
Ongoing
Included, No Limit
Compliance
Scheduled
/ Ongoing
As
Requested
Additional Fee and/or
Frequency Limit
Deliver analysis and advice concerning all
applicable legislative/regulatory
requirements
Scheduled,
Ongoing
Included, No Limit
Provide Healthcare Reform advice and
strategies
Scheduled,
Ongoing
Included, No Limit
Review service agreements, contracts, and
SPDs from vendors
Scheduled,
Ongoing
Included, No Limit
Update current SPDs and plan documents Scheduled,
Ongoing
Included, No Limit
Develop and maintain annual compliance
calendar
Scheduled,
Ongoing
Included, No Limit
Provide updates and employer guides on
relevant topics impacting health and
welfare plans
Scheduled,
Ongoing
Included, No Limit
HIPAA privacy and security training and
toolkit
Scheduled,
Ongoing
Included, No Limit
File-ready Form 5500s for Health and
Welfare Plans
Scheduled,
Ongoing
Included, No Limit
Implementation Services
Scheduled
/ Ongoing
As
Requested
Additional Fee and/or
Frequency Limit
Review final agreements and contracts to
ensure they conform to final vendor
proposed services
Scheduled,
Ongoing
Included, No Limit
Renewals - coordinate with vendor(s) on
plan changes & implementation timelines
Scheduled,
Ongoing
Included, No Limit