Page 40 - Bird RFP Response_Burnham Benefits
P. 40
Sample Transition Timeline
Transition Timeline: Big Picture
2019
April May June July August September October November December January (Renewal)
Initial onboarding categories starting April and May are marked with an asterisk and can be viewed in detail on the other
side of this page
Start Work Processes
with Anthem for medical/vision, stop loss, HSA* Annual
Operational
Implement Burnham’s Service Contract and Package* Cycle continues
Self-funding Claims Analysis and Dashboard Development
Monthly Claims Dashboard
Pre-Renewal Meeting
Burnham Marketing Process Takes Place Renewal Results meeting (varies, depending on
plan)
Discuss Final decisions
recommendations made
Narrow down carrier,
plan and design
options
Open Enrollment
Planning Process
Signature-ready Final negotiations
5500/SAR Prepared Budget/employee Open Enrollment
and Mailed to Client contribution modeling Materials development Open Enrollment
Communications distributed
Dependent Audit—determine vendor/process Enrollment meeting Annual
preparations Notices
Communicated
Online Enrollment System Selection and Build-out
Carrier Feeds and/or Open Enrollment Submit Enrollment
Census Enrollment files to Carriers
Processes Managed with
Online System and HR
Weekly Service Call
Ongoing Services
Strategic Planning Review Compliance Education and Day-to-Day Administrative Vendor Management Burnham Webinars/ ACA Pathways Newsletter
and Implementation Guidance Support Seminars/ ACA Education & Guidance
Education/Guidance
ACA Financial Modeling