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5. Please provide examples of the financial reporting VNA Corporation will receive and
frequency for same.
Financial Reporting
In addition to monthly financial reporting
packages, we provide clients plan
performance and comprehensive annual
reporting packages outlining benchmark and
detailed plan utilization data. Using this
information and tracking it in an executive
management scorecard, together we will
identify opportunities and “levers” for change
and more effective plan management.
Monthly Reports/Meetings:
Dashboard Report
Monthly financial overview
Large Claim Report
Quarterly Reports/Meetings Monthly Report Summary Plus:
Utilization Data Analysis
Performance Standard Review- Vendor performance guarantees
Renewal projection for upcoming plan year to allow budgeting
Annual Reports/Meetings Quarterly Summary Plus:
Financial Comparison- Budget to actual
Benchmark Review/Analysis
Performance Standard Review/Stewardship Report
Wellbeing Scorecard
Strategic Review
Generational Analysis
Risk Analysis
Please see Exhibit E for additional Financial Reporting Samples.