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14. Please provide a detailed transition calendar should your firm be retained by VNA
Corporation.
Health & Welfare Timeline
Sample
The timeline below illustrates an annual action plan for VNAC based upon your April 1, 2018 renewal date.
September 2017
Onboarding, data collection, contracts, agreements, etc.
Identify open and immediate service issues and establish biweekly onboarding call and monthly
reporting call
Establish annual service calendar
Collect data from various insurers
Obtain signed agreement to begin carrier data feeds to NavMD Data Analytics Tool
October/November
2017
Deliver findings from review (observations and recommendations)
First Strategic planning meeting with benchmarking
Conduct Employee Focus Groups and Employee Survey (as needed)
Discuss strategies to mitigate increases
Request any outstanding issue from current carriers
Review Compliance Checklist and ACA Checklist
Evaluate plan utilization
Provide preliminary renewal calculation
2018 pre-renewal strategy meeting
Financial overview
Review current administrative processes
Open Enrollment Process Optimization Review
December 2017
RFPs to market (based on need)
Request renewal rates from current carriers
Review any plan design proposed changes
Financial overview
January/February
2018
Present results of any marketing efforts and choose finalist
Financial overview
Finalize Plan Design
Begin development of new employee communications
Decisions made regarding any vendor changes
Plan for Open Enrollment Process
Set implantation plans with new vendors (as needed)
Design/update communication materials
Finalize funding; contributions
March 2018
Distribute Open Enrollment communications
Finalize vendor implementations
Review vendor SBC’s renewal documents, etc.
Complete Open Enrollment
Review final contracts
Continued implementation
Confirm ACA Filing
Financial overview