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CONF I DENT I A L │ PAGE 26

Benefits Consulting Services RFP

f. Detail of services that will be provided to Unity.

We are confident our scope of services meets and in most cases exceeds all of Unity’s employee benefit needs. We

regularly ask our clients what is most important to them. The most common answers:

We listen to our clients and are constantly devising and refining approaches and strategies to help our clients stay in

front of trends and regulatory changes. Tell us what matters most to you, and we will work with you to address it.

First and foremost, our CBIZ team tailors the scope of services, and then executes to meet the objectives of the

client.

CBIZ’s collaborative and strategic approach fosters a true partnership between CBIZ professionals and our clients.

Our focus is to help you strategically align your employee benefit offerings with organizational goals and legislative

mandates, obtain the best pricing, manage compliance liability, and maximize employee satisfaction. The proposed

scope for Unity includes the following areas of support. (Detailed Scope may be found in Exhibit C)

More details regarding the services included in this proposal can be found on the following pages.

Maintaining

Healthcare

Costs

Attracting &

Retaining

Employees

High Touch

Client Service

Employee

Engagement

& Health and

Wellbeing

Third – Party

Vendor

Partnerships

Regulatory

Compliance

Financial

Management

& Actuarial

Services

Compliance &

Regulatory

Affairs

Pharmacy

Benefit

Consulting

ACA Guidance

Plan

Renewals &

Management

Strategic

Planning

New Client

Implementation

and Assessment

Employee

Education

And

Communication

Ongoing

Support

Day to Day

Service

Wellbeing

Solutions and

Onsite Clinic

Consulting