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CONF I DENT I A L │ PAGE 64
Benefits Consulting Services RFP
Provide disruption analysis
Make recommendations based on written strategy developed during assessment phase
Conduct finalist meetings and/or vendor site visits
Detailed assistance with transition to or implementation of new vendors
Review all renewal documents, including SBC’s benefit summaries, contracts, plan documents and
amendments, and open enrollment materials
Provide updated benchmarking of plans, costs, and contributions as needed
Provide annual stewardship reports for the purpose of reviewing, measuring and modifying written 3-year
strategy
Manage vendor relations and issues
Assist in conducting and/or presenting at benefits committee meetings, wellbeing committee meetings,
Board meetings, and/or employee focus group sessions
Wellbeing and Onsite Clinic Support
Wellbeing Solutions
Wellbeing Insights Newsletter
Wellbeing and engagement strategy, calendar, and budget development
Evidence-based tactics to reduce health and wellbeing risks
Wellbeing coordinators to execute strategy
RFP and oversight of vendor processes
Return on Investment and Value of Investment analysis
Onsite Clinic Consulting (may require additional fees)
Keep Client apprised of trends in the onsite clinic industry
Assist with development of dashboard to that incorporates measurements of clinic performance and
success
Provide recommendations on new services to provide within the clinic based upon review of ongoing claims
data
Provide recommendations that integrate with plan design and health and productivity initiatives to increase
clinic utilization
Monitor performance guarantees
Coordinate wellness/wellbeing programs with onsite clinic staff
Employee Education and Communication
Communication Strategy
Review client strategic objectives
Identification of communication objectives & challenges