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Evaluation Criteria Gallagher Benefit CBIZ Benefits and Alliance Benefit Group Bearance <br /> Services Insurance Services Services Management <br /> <br />Proposed Fee <br />t <br />$11 Per employee per <br />$11 Per employee per <br />$11 Per em to ee er <br />P Y P Group <br /> <br />$25 Per employee <br />S <br />ructure Month ($8500/yr.} month ($8500/yr,} month ($8500/yr.) per mo or $12,000 <br />Municipal Experience < ~ a <br />per year <br />'Relationship w/other g7 11 2 <br /> <br />Cities 12 <br />'Previous None Since 2004 None None <br />engagements ' <br />w/ROmsey <br />'Conflicts of interest None None Yes-offers in-house None <br /> flex/veba. <br />Number of Free Local 6 15 0 <br /> <br />Training Workshops Not specified <br />Ability to Provide Yes, within 24 hours of ? 7 Yes <br />Timely Service- phone call <br />Response Time <br />Employee Access to Yes No Yes Yes <br />Benefts Webstte <br />Ben. Renewal ',~ <br />Services <br />'t7jjer Cov. air. & Cost Yes Yes Extra fee for this service Yes <br />Containment <br />'Determine premium Yes Yes $750 extra for this Yes <br />Impact of cov. changes service <br />'Oev. & Analyze RPP Yes ~ 1 Yes <br />`Prepare side by side Yes ? ? ? <br />comparison of <br />responses <br />'Prepare/review <br />' Yes ? ? Yes <br />contract pro osols <br />Ongoing City ~ - ~w,", <br />;~ ~, <br />~ <br />Assistance -~+'T' <br />~ r ' <br />~~ <br />'Review claims data ! ves YES ~ <br />:;~' <br />'Review coverage Yes Yes ? ? <br />dots <br />'Identify Yes Yes ? ~ <br />gaps/overlaps In <br />coverage <br />`Submitting Claims Yes ? Yes ? <br />`lnterpretcoveroge os Yes ? Yes ? <br />applied to claims <br />`Claims dispute Yes 7 Yes ~ <br />resolution <br />'Research benefit Yes Yes Yes a <br />questions <br />'Comp w/State & Fed Yes Yes Yes Yes <br />Laws <br />'anatyze & report Yes Yes Yes ~ <br />- utilizatlon costs <br />COBRA/HIPAA Yes Yes Yes Yes <br />Assistance <br />Contracted Broker Yes Yes Yes Yes <br />Relationship <br />w/Current Carrier <br />Ability to Establish Yes Yes Yes Yes <br />Relationship w/ <br />Current Carrier <br />Direct Agent /Broker ewT? eK ~ ' <br />~ <br />~ <br />Representation f'~ ., <br />` '~` ' <br />'Open enrollmeetings ~ ves YES ~ re5 <br />'CC Presentation Yes Yes ~ ? ~ Yes <br />`Planning/Committee Yes Yes 1 Yes <br />Meetlngs <br />N of Agent Reps. to 2 Primary / 10 total 8 5 4 <br />Respond to Inquires <br />Agent Education / Founded in 1962/long 1 "Roots back to the'70s" Founded in 2005 <br />Experience Level standingrelationship w/ <br /> LMC <br />