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CONF I DENT I A L │ PAGE 21
Joplin Schools RFQ – Group Benefit Broker/Consultants
This framework and process may incorporate some of the following tactics:
Assessment of the organization’s current state of wellbeing and scoring that categorizes the level of
wellbeing readiness and defining characteristics;
A gap analysis of the District’s strengths and opportunities and a general strategy for moving toward
the level of result desired by the District;
Root-cause analysis based on identification and compilation of multiple relatable data sets and
analysis to develop a clear understanding of the health related factors that are influencing health care
spending. CBIZ looks at how, where and what costs are being generated;
A Wellbeing Strategic Plan is co-developed with the District. This tool provides a clear road map,
including specific goals, timelines, and communication strategies for moving forward with the design.
Success is ultimately measured by achieving the goals and objectives that have been established by the District.
These may include lower annual trends, fewer high-risk and medium-risk employees, and a greater number of low-
risk employees along with an overall increase in employee wellbeing, satisfaction, engagement, and retention.
11. Describe any problems you foresee in your ability to conduct the services outlined in this RFQ.
CBIZ is confident that we can provide the benefits consulting services outlined in this RFQ without any foreseeable
problems.
12. In 200 words or less, answer why the District should select your firm as their broker of record by using
two specific objective reasons.
We will never fail to deliver services we promise to provide for Joplin School District. We take our role as advisor and
partner very seriously, and will always provide the consulting, reporting specialty resources, day-to-day support and
long range planning as requested in the RFP. We are proactive in anticipating our clients’ concerns and needs to
provide service that goes beyond our initial commitment. We take pride in our consistent approach that leads to
exceeding our client’s expectations. Our staff members have the experience and industry knowledge to guide the
District through the ever-changing landscape of employee benefits.
We recognize that a quality benefits package is integral to employee satisfaction and retention. Our philosophy is
based on a collaborative partnership, in which we are continually learning about our clients, their employees, and
their priorities. We then design, select, and implement solutions to meet current and future objectives. Our
knowledge of the unique challenges facing school districts and other public entities provides valuable insight and
proven strategies to meet client needs.