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CONF I DENT I A L │ PAGE 4
Joplin Schools RFQ – Group Benefit Broker/Consultants
GENERAL SCOPE OF SERVICES
Joplin’s Scope of Services
CBIZ Ability to Perform
1. Reports of market conditions providing industry and geographical comparative data
for the purpose of attracting and retaining quality employees.
2. Analysis of potential insurers.
3. Marketing reports.
4. Assistance in resolving disputes with insurers;
5. Assisting the District with employee benefit technical advice and expertise.
6. Assist with the review and evaluation of the District’s benefit components, specifically
in the area of design, funding, cost and administration. This will include a review of
current and proposed plan features and rate structures.
7. Propose recommendations to include comparative alternatives, plan design changes,
new products and compliance with all appropriate tax codes, as well as state and
federal regulations governing benefit plans.
8. Perform statistical analysis and claim reserve studies on the claims and utilization of
the benefit plans, and make recommendations for appropriate rate structures based on
this analysis.
9. Review current legal plan documents for benefit plans and advise on recommended
changes.
10. Provide projections of benefit trends for the next five years and identify areas of
potential concern.
11. Conduct renewal negotiations with the carrier(s) utilized and prepare a complete
and detailed accounting of all claim costs, provider access fees, administrative
expenses, risk charges, investment performances, etc.
12. Conduct an annual plan review to determine success, areas of focus, as well as
reduction of liability.
13. Advice on how to be a leader of healthcare and wellness initiatives, including web-
site information & newsletters, health fair participation and incentive sponsorship,
quarterly employee benefit committee meetings, carrier workshops, etc.
14. Provide direction with predictive modeling tools, benefit summaries and benefit
calculators.