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Summit Medical Group RFP Response-KP edits 		1
Qualifications, Related Experience and References 		5
General Information (Question 1) 		5
Financial, Mission, and Value Statement (Questions 2 & 3) 		6
Vision Statement 		6
Core Values 		6
Accomplishments and Differentiating Factors (Question 4) 		7
References (Questions 5 – 7) 		9
CBIZ Lines of Coverage and Disclosures (Questions 8 - 9) 		12
Disclosures (Questions 10 – 12) 		13
Erors & Ommissions Insurance (Question 14) 		14
HIPAA Secure Environment (Question 15) 		14
Staffing and Project Organization 		15
Overview of Differentiation (Question 1) 		15
Key Personel (Questions 2, 3, & 5) 		16
Organizational Chart 		17
Work Plan / Technical Approach 		18
Objectives Implementation (Questions 1 - 2) 		18
Carrier Relationships (Questions 3 - 4) 		20
Summit Medical Group Transition (Question 5) 		20
Carrier / Vendor Performance (Question 6) 		22
Day-To-Day Service (Questions 7 & 8) 		22
Reporting and Analytics (Question 9 ) 		23
Subject Matter Experts (Question 10) 		24
Communication Strategies (Question 11) 		25
HR Services and Trends (Questions 12 & 13) 		26
Cost Control Services (Question 14) 		27
Fee / Commission (Questions 1 – 7) 		32
Service Promise (Question 8) 		33
Exceptions / Deviations 		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. 3 Year Plan - 		42
Binder1 		43
2 Annual Service Timeline 2017 		43
Slide Number 1 		43
3 CBIZ_PPT_Template_2015 		44
Annual Performance Review │2017 		44
Agenda 		45
CBIZ Account Management Team 		46
Slide Number 5 		47
Summary of Current Programs & Renewal Dates 		48
Slide Number 8 		49
Financial Dashboard 		50
Slide Number 13 		51
Slide Number 14 		52
Slide Number 15 		53
Slide Number 16 		54
Slide Number 17 		55
Slide Number 18 		56
Slide Number 19 		57
Slide Number 20 		58
COST 		59
Slide Number 23 		60
Slide Number 24 		61
Slide Number 25 		62
Slide Number 26 		63
PLAN DESIGN 		64
Slide Number 28 		65
Slide Number 29 		66
Slide Number 30 		67
Slide Number 31 		68
Slide Number 32 		69
Slide Number 33 		70
Slide Number 34 		71
Slide Number 35 		72
Slide Number 36 		73
Slide Number 37 		74
Slide Number 38 		75
Slide Number 39 		76
Innovations and Considerations 		77
Slide Number 42 		78
Slide Number 43 		79
Slide Number 44 		80
Current Plan Review 		81
For your benefit forms 		82
Fyb 289 		83
Slide Number 49 		84
Fyb 290 		85
Fyb 291 		86
4 CBIZ_PPT_Template_2015 		88-89
Service Issue by Hours 		88-89
Benefits by Hours 		90-91
Monthly Hours 		92-93
Non-Enrollment Number of Service Lines 		94-95
5 Copy of Spreadsheet - Medical ASO 2017 		96-97
Summary 		96-97
6 Strategic Health Plan Report - Sample 		102
Strategic Health Plan Report 		102
Aggregate Report (Paid) 		104
Aggregate Report Paid Analysis (PEPM/PMPM) 		105
Utilization Summary 		106
Relationships 		107
Gender Analysis 		108
Age Ranges 		109
Top 20 Claimants 		110
Top 20 Physical Health Conditions 		112
Top 20 Mental Health Conditions 		114
Top 20 Pharmacy Claimants 		116
Top 20 NDC by Plan Paid 		118
Top 20 Conditions by Drug Cost 		120
Top 20 Conditions 		122
Member Cost Ranges 		124
Risk Index Summary 		125
Risk Index By Demographics 		126
Risk Index Ranges by Cost 		127
Top 20 Drug Classes 		128
Top 20 Diagnoses 		130
Top 20 Episodes of Care 		132
Directional and Percent Changes for Diabetes Type II Severity Levels (Plan Paid) 		134
Directional and Percent Changes for Hypertension Severity Levels (Plan Paid) 		135
Top 20 Benefits 		136
Top 20 Procedures 		138
Top 20 Facilities 		140
In Vs Out of Network 		142
7 ABC Company Reserve Valuation (December 2016) 		143
8 Health Care Trend Data 3.6.17 		180-181
Slide Number 1 		180-181
Employer Actions as a Direct Result of PPACA 		182-183
Slide Number 3 		184-185
Slide Number 4 		186-187
Medical Trend for 2014 & 2015(After Plan Design Changes) 		188-189
Slide Number 6 		190-191
Slide Number 7 		192-193
Slide Number 8 		194-195
Slide Number 9 		196-197
10 Company ABC Monthly Experience Report (December 2016) 		198-199
Company ABC Monthly Experience Report (December 2016) 		198-199
Company ABC Monthly Experience Report (December 2016)1 		204-205
Company ABC Monthly Experience Report (December 2016)2 		206-207
11 E O - Summit Medical Group Certificate (2) 		208
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