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CONF I DENT I A L │ PAGE 14

Joplin Schools RFQ – Group Benefit Broker/Consultants

Depending on the combination of these variables, the CBIZ team will assist the District with determining if alternate

funding arrangements are viable alternatives and if so, at what speed to move to that funding arrangement. We find

this timeline varies depending on the culture of each of our clients. For some clients, a hybrid funding arrangement

that affords some of the benefits of self-funding with the protection of a fully-insured plan is a good interim step,

while for other clients, moving directly to a self-funded plan is the best option. We review all funding types annually

and determine the best approach for the District at that time.

Cost Containment

CBIZ believes wellbeing and claim prevention are the most essential elements to controlling cost of health and

prescription drugs. The processes and leadership role we take will make implementation in incremental stages

feasible for HR and senior leadership.

Step one is development of a 3-5 year strategic plan which aligns with Unity’s overall vision and values. This plan

incorporates wellbeing and benefits programs and resources. A holistic strategy would focus on

increased employee

engagement and cost control.

Cost Containment Strategies

This graphic

represents strategies

CBIZ utilizes to impact cost. CBIZ

builds strategies around each

which ultimately creates greater

value for employees and the

District. For more examples of

cost containment strategies,

please see Exhibit J.