CBIZRFPResponse_UnitySchoolofChristianityProposal_2017

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CONF I DENT I A L │ PAGE 20
Benefits Consulting Services RFP
 Document editing and storage
 Mobile applications
 Custom website development
 Video sharing technology
 Private exchanges
 Premium administration
 Quality/Outcomes
 Telemedicine
 Wellness
 Benefit Administration
Technology capabilities are vast and as we go through our assessment and strategic planning process with your
team, together we will identify the right technology to exceed your expectations.
A benchmarking and data analytics tool are included in our standard scope of services, as well as a compliant
benefit plan wrap document tool and several communication tools. Additionally, we utilize a secure and compliant
document management solution for all client engagements.
e. Action plan and timetable for assuming responsibilities as well as future design/cost containment plan.
Onboarding Timeline
The timeline below is a sample onboarding timeline to ensure a smooth transition with limited to no disruption to
Unity.
Immediate
 Determine Scope of
Engagement
 Finalize Engagement
Letter/Proposal
 Obtain Broker of Record
Letters
 Review CBIZ Service Model
 Establish priorities and refine
timeline
 Data request and collection
 Obtain claims data from
carriers to conduct
benchmarking and analysis
 Conduct review of contracts
 Refine timeline to meet key
target completion dates.
 Identify open and immediate
services issues and establish
biweekly onboarding call
Prior to May 2017
 Reestablish priorities and refine
timeline
 Benchmarking and best
practice comparisons
 Review rates and contribution
levels
 Investigate administrative
efficiencies
 Integration of plans –
gaps/overlaps
 Conduct compliance review
 ACA reporting review
 Develop communication
strategy/timeline
 Begin providing client service
support
 Customized financial reporting
 Review open enrollment
process
 Employee survey
 Integrated vendor summit
 PBM Analysis
 Define 3 year strategic plan
Longer Term
 Implement 3 year strategic
plan
 Implement PBM plan
 Evaluate funding
 2018 Renewal Planning
Session
 Implementation of renewal
strategy
 Request renewals from
carrier partners
 Market plans if needed