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0 Bradley Arant Boult Cummings LLP 		1
Company Overview 		5
General Information (Questions 1 – 2, & 13) 		5
Financial, Mission, and Value Statement (Questions 3 - 5) 		6
Vision Statement 		6
Core Values 		6
Errors & Ommissions Insurance (Questions 7 - 9) 		7
HIPAA Secure Environment (Question 10 & 15) 		8
Philanthropy, Diversity, and Sustainability Initiatives (Questions 11 & 12) 		8
Business Continuity Plan (Question 14) 		9
Accomplishments and Differentiating Factors (Question 13, 14, & 27) 		10
Key Personel 		12
Organizational Chart 		13
Experience and References (Questions 15 – 17) 		15
Brokerage and Consulting Services 		15
Overview of Benefits Administration (Question 18) 		15
Bradley Arant Boult Cummings Transition (Question 19) 		18
Carrier Relationships (Question 20) 		19
Carrier / Vendor Performance & Exchange Evaluation (Question 21 & 22) 		20
Day-To-Day Service (Question 23 & 24) 		21
Reporting and Analytics (Question 25 ) 		21
Subject Matter Expertise 		22
Subject Matter Experts (Question 28) 		22
Communication Strategies (Question 29) 		23
HR Services and Trends (Questions 30) 		24
Compensation Consulting (Question 31) 		25
Compliance (Questions 32, 33, & 35) 		26
Wellness (Question 34) 		28
Additional Services and Expertise 		32
Cost Control Services (Question 36) 		32
Outsourcing and Partnership Services 		33
Integrated Partner Solutions (Question 39) 		33
Fee / Commission / Service Promise (Questions 40 & 41) 		34
Addendums 		36
 Pharmacy Benefit Strategy & Implementation 		40
 Leveraging PBM and Carrier Relationships to advocate Vendor Accountability and Best Practices 		40
 Proprietary Modeling Tools 		40
 State and Federal Pharmacy Issues 		40
 Pharmacy Benefit Operations, Clinical Programs, and Member Experience 		40
 Contributed to the development of a whitepaper on best practices for Medicaid pharmacy that was published and presented to the State of New York (http://www.uhfnyc.org/publications/880758) 		40
 Created reporting models used by State Medicaid departments and health plans to benchmark plan performance 		40
1. Exec Mktg Summary - ASO med 		42
2 3 Year Plan - 		44
3 Annual Service Timeline 2017 		45
Slide Number 1 		45
3.1 RFP - Master Copy 		46
Agent: Fredrick R. Schremp, CLU 		46
4 Stewardship_2017Templater4 		60
Annual Performance Review │2017 		60
Agenda 		61
CBIZ Account Management Team 		62
CBIZ Account Management Team 		63
Slide Number 5 		64
Prior Plan Year Review 		65
Summary of Current Programs & Renewal Dates 		66
Slide Number 8 		67
Financial Performance 		68
Claims Dashboard 		69
Financial Dashboard 		70
Compliance and ACA Review 		71
Slide Number 13 		72
Slide Number 14 		73
Slide Number 15 		74
Slide Number 16 		75
Slide Number 17 		76
Slide Number 18 		77
Slide Number 19 		78
Slide Number 20 		79
Benchmarking and Trend Information 		80
COST 		81
Slide Number 23 		82
Slide Number 24 		83
Slide Number 25 		84
Slide Number 26 		85
PLAN DESIGN 		86
Slide Number 28 		87
Slide Number 29 		88
Slide Number 30 		89
Slide Number 31 		90
Slide Number 32 		91
Slide Number 33 		92
Slide Number 34 		93
Slide Number 35 		94
Slide Number 36 		95
Slide Number 37 		96
Slide Number 38 		97
Slide Number 39 		98
Strategic Plan 		99
Innovations and Considerations 		100
Slide Number 42 		101
Slide Number 43 		102
Slide Number 44 		103
Exhibits 		104
Current Plan Review 		105
For your benefit forms 		106
Fyb 289 		107
Slide Number 49 		108
Fyb 290 		109
Fyb 291 		110
Historic Renewal Action 		111
Additional Reports 		112
5 Service Log Report 		114-115
Service Issue by Hours 		114-115
Benefits by Hours 		116-117
Monthly Hours 		118-119
Non-Enrollment Number of Service Lines 		120-121
6 Copy of Spreadsheet - Medical ASO 2017 		122-123
Summary 		122-123
9 Company ABC Monthly Experience Report (December 2016) 		128-129
Company ABC Monthly Experience Report (December 2016) 		128-129
Company ABC Monthly Experience Report (December 2016)1 		134-135
Company ABC Monthly Experience Report (December 2016)2 		136-137
10 E & O - Bradley Arant Boult Cummings 		138
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