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Evaluation [rlterla Johnson-McCann Financial Concepts, Inc. Monterey Beneflts, LLC Associated Financial <br /> Benefits, LLC <br /> Group <br />Proposed Fee Structure 1.5% to 2% of Prem. 2% of premiums or <br />$23 <br />500 <br />" <br />" <br /> ($8700 to $11,600) $16,500 per year , Standard Percent <br />Municipal Experience <br />'Relationship w/other 9 19 <br /> <br />Cities 0 <br />? <br />'Previous engagements No None Commissioner No <br />w/Ramsey <br />'Conflicts of Interest <br />Number of Free local No ~ <br />Zero free / 1 at $225 <br />00 None Running for CC No <br /> <br />Training Workshops . 2 0 ~ <br />Ability to Provide <br />Timely Service- Yes Yes, within 24 hours of ? <br />Yes, within 24 hours or <br />Resporfse Time Phone call less <br />Employee Access to "Can discuss options" Yes No <br />Beneflts Yes <br />1Nebsite/Name <br />Beneflts Renewal <br />Serv-ces 1;. <br />'Offer tov. Alt. & Cost Yes ves y~~ ~ <br /> <br />Containment s ~;t <br />'Determine premium Yes Yes No ~ <br />Impact of cov. changes <br />•Dev. & Analyze RFP Yes Yes No Yes <br />'Prepare side by side Yes Yes ? <br /> <br />comparison of ~ <br />' <br />responses <br />'Prepare/review YPS Yes Yes Yes <br />controctproposch <br />Ongoing City Assistance :' ~' <br />~._ <br />'Reviewcloimsdaty Yes Yes Yes ~ <br />'Reviewcaveragedocs Yes Yes Yes Yes <br />'identify gaps/overlaps Yes Yes Yes Yes <br />in coverage <br />'Submitting Claims ? ? Yes ~ <br />'lnterpretcoveroge os Yes ? Yes ? <br />applied to claims <br />'Claims dispute Yes ? Yes ? <br />resolution <br />'Research benefit Yes Yes Yes ? <br />questions <br />'Comp w/State & fed Yes Yes Yes ~ <br />Cows <br />'Analyze & report Yes Yes Yes ~ <br />utilization costs <br />COBRA/HIPAA Yes Yes Yes Yes <br />Assistance <br />Contracted Broker Yes Yes ? ? <br />Relationship w/Current <br />Carrier <br />Ability to Establish Yes Yes ? ? <br />Relationship w/ <br />Current Carrier <br />Direct Agent /Broker <br />Representation <br />"Open enroll meetings Yes Yes Yes Yes <br />'CCPresen[ation Yes Yes Yes ? <br />'Planning/Committee Yes Yes Yes 7 <br />Meetings <br />p of Agent Reps to 10 At least 3 4 4 <br />Respond to Inquiries <br />Agent Eduwtlon/ F ounded in 1984 Founded in 1983 F ounded in 1999 Founded in 1974 <br />Experience Level Did not comply w/RFP <br />