33 / 111
CONF I DENT I A L │ PAGE 32
Benefits Consulting Services RFP
ACA Policies and Procedures
During the initial analysis, CBIZ will conduct a careful analysis of current administrative policies and procedures.
Doing so allows us to identify opportunities and risks associated with, but not limited to:
Measurement, administrative and stability periods
Full-time, part-time and variable hour classifications for all employees including adjunct faculty
Upon completion of the initial analysis you engagement team will share best practices as well as customized
solutions for your unique business.
ACA Financial Analysis
CBIZ provides a personalized Healthcare Reform analysis that covers the provisions applicable to client plans,
required compliance dates, and potential plan impact both from a benefit and cost perspective. Update
communications are also provided through CBIZ Health Reform Bulletins, which are sent out as clarifications are
released. As a CBIZ client, you will have full access to our in-house counsel for guidance on these and other
employee benefit, HR and ERISA compliance issues.
Other Reporting
Self-funded and certain alternatively funded clients are required to file IRS Form 720. Should you require this
service it is available at a small additional cost. For an additional cost, CBIZ has the ability to provide ACA 6055 and
6056 reporting to integrate with your payroll system.
g. Indicate the current responsibilities of person designated to serve as lead contact for Unity.
Jim Vigliaturo, Team Lead and Vice President
Email:
jvigliaturo@cbiz.com| Phone: 816-945-5206
With over 30 years in the industry, Jim has held this role for many of the more sophisticated not-for-profit sector CBIZ
clients. Jim will be actively involved throughout the engagement, leading the strategy and ensuring that all CBIZ
team members are working toward common goals in a manner that is in sync with Unity’s HR team and the overall
company culture. Strategic planning, cost containment, and effective communication for benefits programs have
been Jim’s focus with mid-size employers. Please see his biography in Exhibit B for further details about your lead
consultant.
Dave Johnson
Senior Account Executive
Email:
djohnson@cbiz.com| Phone: 816.945.5191
To exhibit CBIZ’s strength in numbers, Jim and Dave work collaboratively together to achieve their clients’ goals and
objectives. Dave is responsible for overseeing the performance of the engagement team, executing the strategy set
by the employer and consulting team members, reviewing financial and utilization data, assisting in renewal and
contractual negotiations, compliance issues and assisting and monitoring day-to-day client service issues.