Page 27 - Francis Parker School RFP (Stawicki)

Burnham Benefits Response to Francis Parker School Request for
Proposal for Consultant/Broker for Health and Welfare Plans

Services
Section 8 | Technology Resources

Describe your firm’s resources as they relate to technology support to assist with future benefit
administration and/or ACA reporting system implementations.

The level of assistance Burnham provides with benefit administration systems selection,
implementation and ongoing assistance surpasses our competitors. We understand how important
this service is to our clients, specifically as benefits tie directly to payroll and HR functions of the
company.

This has become a central part of Burnham’s client philosophy and why we think it is vital to offer
HCM consulting as a value-added resource to our clients.

Step 1 Engage subject matter experts. Burnham has internal technology consultants as
well as access to outside consultants that specialize in human capital technology
vendor analysis.

Step 2 Perform needs analysis. Burnham conducts an initial needs analysis call to learn
the current technology environment, including the excising payroll, HRIS, etc. At
this time, we review goals, project scope and unique needs on the current
enrollment method, ancillary systems (i.e., HRIS & Payroll), and overall goals and/or
unique needs.
Step 3 Present client with recommended vendors based on the needs and project scope
from the initial needs analysis call of top recommended systems.
In the case of an HCM discovery, we take it one step further when we vet the
initially recommended vendors to ensure the client’s system requirements are met
and whether it is internal or a third party.
Step 4 Set up demos with top three to four vendors for client to see the system.
Depending on the size of group and vendors using – a discovery call (30-45
minutes) is required with the vendor and the client before demonstrations are
conducted and proposals are released.
Step 5 Conduct post-demo review meetings with client to understand their feedback
and narrow down to finalists.
Step 6 Ask vendors to provide formal quotes and sample contracts for client review.

Step 7 Request vendors provide detailed implementation timeline with service
guarantees in place.
Step 8 Select chosen vendor.
Burnham similarly works with ACA reporting systems and is agnostic toward the selection. Our
process and approach mirror our approach with benefits administration systems, working toward
the program that best fits Francis Parker School’s needs.

21