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CONF I DENT I A L │ PAGE 5
Health and Welfare Benefit Brokerage Services Proposal
Forward Thinking Strategy
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Having worked with the Foundation, our consultants have thoroughly learned
about your organization and benefits needs and will continue to do so. We will continue to proactively
provide observations and recommendations to develop a solid benefits and health and productivity strategy..
Regulatory Affairs and Compliance
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CBIZ has extensive in-house resources to help clients navigate
regulatory affairs and compliance requirements that are always changing and impact employee benefits
plans. CBIZ provides understanding of the regulations and applications of design and technology solutions to
meet the ever changing employer requirements. As a comprehensive consulting firm offering resources in
payroll, human resources, tax and advisory services, our ACA guidance is the most comprehensive guidance
available. Please see Exhibit H for sample ACA Navigation and Compliance Materials.
Trend Management
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CBIZ notes that benchmarks are necessary; however, industry benchmarks will only
tell part of the story. Moreover, benchmarking of top performers will provide solid guidelines for strategy. In
addition, we provide comprehensive reporting and data analytics. We understand your goal and desire to
control health care costs and manage to a fiscal budget. We have invested in reporting and analytic
resources to help you effectively and efficiently manage your plan.
Effective Education and Communication
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Education is a critical part of our engagement. Our experience
in working with many generationally and geographically diverse employee groups allows us to provide best
practice solutions to you and customize them for your workforce. From basic concepts like benefits options
to more complex topics like consumer driven health care and health savings accounts, we are prepared to
educate all aspects of your workforce. With dozens of innovative vendor resources, we will assist you in
leveraging technology to create optimal communication for your workforce.
Delivery of Plan Analytics for Optimal Performance
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CBIZ has included an analytic tool as part of our
proposal. This will allow us to guide Ewing Marion Kauffman Foundation on optimal plan design and wellness
programming.
Employee Health and Productivity Management
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We understand the goal and desire to keep your
population well. We bring deep experience in implementing health and productivity programs, incorporating
our national resources, such as the CBIZ Wellbeing Solutions team to improve the health of your population
and provide cost containment. We focus on cost effective approaches designed to bring impactful results.
Many of our clients have seen trends bend significantly over a five year period and have been recognized as
Healthiest Employers by the Kansas City Business Journal and received Gold status HealthyKC recognition
from the KC Chamber.
Innovation and Technology
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Tools and strategies for health and welfare benefits are being introduced at
an unprecedented speed. This environment results in the critical requirement to not only understand what
the marketplace offers, but the need to understand our client's business plan and culture, in order to
determine solutions that best align. We will work side-by-side with you to piece together the marketplace
puzzle into a clear and customized solution.