22 / 99
CBIZ Benefits Team Service Timeline:
Month
Activities/Deliverables
Responsible
August
- Annual Performance Summary, data analytics, benchmarking, strategy review
- Monthly update calls
- CBIZ/POAH
- CBIZ/ POAH
September
- Monthly update calls
- CBIZ/POAH
October
- Quarterly Dashboard Claims Report
- Quarterly POAH Communities Newsletter
- Develop Flu Shot and Urgent Care communication
- Develop short benefits overview training video
- Monthly update calls
- CBIZ
- POAH
- CBIZ
- CBIZ
- CBIZ/POAH
November
- Start gathering Schedule A’s from carriers for 5500 filing
- Monthly update calls
- CBIZ
- CBIZ/POAH
December
- Receive Renewal from Blue Cross
- CBIZ to prepare 5500 filing
- Monthly update calls
- Develop and Issue RFP
- CBIZ/Blue Cross
- CBIZ
- CBIZ/POAH
- CBIZ
January
- Year End Dashboard Claims Report
- Quarterly POAH Communities Newsletter
- Renewal Delivery
- Review of Services Calendar/Timeline and Upcoming Year Planning
- Comparison on wellness participation to make a decision on portal
- 5500 Filing Due
- Renewal Planning Meeting/RFP Results
- Monthly update calls
- CBIZ
- POAH
- CBIZ/POAH
- CBIZ/POAH
- CBIZ
- POAH
- CBIZ/POAH
- CBIZ/POAH
February
- Begin EMS Open Enrollment Build
- Finalize Renewal Decisions/Contributions/Plan Designs
- Monthly update calls
- CBIZ/POAH
-CBIZ/POAH
- CBIZ/POAH
March
- Open Enrollment/Communication Strategy Implementation
- Open Enrollment for POAH Employees
- ACA IRS Reporting Filing Deadline
- Monthly update calls
- CBIZ/POAH
- POAH
- POAH
- CBIZ/POAH
April
- Open Enrollment
- Quarterly Dashboard Claims Report
- Quarterly POAH Communities Newsletter
- Enrollment Data Confirmed with Carriers
- Monthly update Calls
- CBIZ/POAH/Carriers
- CBIZ
- POAH
- CBIZ/Carriers
- CBIZ/POAH
May
- Renewal Effective Date
- Monthly update calls
- POAH/Carriers
- CBIZ/POAH
June
- Compliance Checklist Review
- Renewal Follow up items, plan documents, etc.
- Monthly update calls
- CBIZ/POAH
- CBIZ/Carriers
- CBIZ/POAH
July
- Quarterly Dashboard Claims Report
- Quarterly POAH Communities Newsletter
- Monthly update calls
- CBIZ
- POAH
- CBIZ/POAH
Ongoing
- Monthly Wellness Email Reminders
- CBIZ Compliance Bulletins
- Healthcare reform updates
20