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CONF I DENT I A L │ PAGE 16
Health and Welfare Benefit Brokerage Services Proposal
Exhibits
Exhibit A – Service Promise, Mission and Core Values
Exhibit B – Biographies
Exhibit C – Scope of Services
Exhibit D – Sample Timeline, Strategy and Results
Exhibit E – 2017 Webinar Series
Exhibit F – Sample Employee Communications
Exhibit G – Sample Financial, Actuarial Reports and NavMD
Exhibit H – ACA Navigation and Compliance Materials
Exhibit I – Wellbeing Strategies and Employee Engagement
Exhibit J – CBIZ Industry Specific Expertise: Non-For-Profit
CBIZ Disclosure Statement:
The sample documents provided with this RFP response by CBIZ Benefits & Insurance Services, Inc. (CBIZ) are the
sole and exclusive property of CBIZ. These documents have been shared for illustration purposes only, and may not
be reproduced or used for your benefits, or the benefits of anyone else, without the prior written authorization of
CBIZ. You are obligated to maintain the confidentiality of these documents. Thank you in advance for your
cooperation.