CBIZResponse_Joplin School District Proposal_2018 - Final

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CONF I DENT I A L │ PAGE 11
Joplin Schools RFQ – Group Benefit Broker/Consultants
Transition Plan
We will provide ongoing updates on our progress and at the completion of the onboarding phase be ready to guide
the District through a strategic benefit planning process. Please see below for a sample transition plan.
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.
 Review current
communication pieces
 Identify open and immediate
services issues and
establish biweekly
onboarding call
Prior to May 2018
 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
 2019 Renewal Planning
Session
 Implementation of renewal
strategy
 Request renewals from
carrier partners
 Market plans if needed