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CONF I DENT I A L │ PAGE 21
Benefits Consulting Services RFP
Sample Timeline
The timeline below illustrates an annual action plan for Unity based upon your January 1, 2018 renewal date.
APRIL 2017
Onboarding, data collection, contracts, agreements, etc.
Identify open and immediate service issues and establish biweekly
onboarding call and monthly reporting call
Establish annual service calendar
Collect data from various insurers and third-party administrators
MAY/ JUNE 2017
Deliver findings from review (observations and recommendations)
First Strategic planning meeting
Conduct Employee Focus Groups and Employee Survey (as needed)
Discuss strategies to mitigate increases
Request any outstanding issue from current carriers
Review Compliance Checklist and ACA Checklist
Evaluate plan utilization
Evaluate funding adequacy
2018 pre-renewal strategy meeting
Financial overview
JUNE 2017
RFPs to market (based on need)
Request renewal rates from current carriers
Review any plan design proposed changes
Financial overview
JULY 2017
Present results of any marketing efforts and choose finalist
Financial overview
AUGUST 2017
Finalize plan design
Begin development of new employee communications
Decisions made regarding any vendor changes
Plan for Open Enrollment process
Set implantation plans with new vendors (as needed)
Financial overview
Evaluate reserve valuation
SEPTEMBER 2017
Design/update communication materials
Finalize funding; contributions
Financial overview
OCTOBER 2017
Continued renewal implementation
Financial overview
NOVEMBER 2017
Distribute Open Enrollment communications
Finalize vendor implementations
Review vendor SBC’s renewal documents, etc.
Financial overview