Shelby County Schools Board of Education 1 HEALTHCARE CONSULTANT RFP

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Healthcare Consultant Request For Proposal Shelby County Schools Board of Education 1 HEALTHCARE CONSULTANT RFP RFP Process • RFP released on September 22, 2017 • Proposals due by October 13, 2017 • Selection Committee met November 9, 2017 • Scoring meeting November 15, 2017 • Final scoring meeting December 6, 2017 • Best and Final (BAFO) December 22, 2017 Vendors Receiving RFP • Mercer (Responded to RFP) • Sherrill Morgan (Responded to RFP) • Segal Consulting (Responded to RFP) • PricewaterhouseCoopers (PWC) (Responded to RFP) • AON Hewitt Plan Designs • The firm will be required to perform a wide range of responsibilities including ongoing healthcare Requested and welfare advice on the operation of the SCBE’s benefits programs • Consult with SCS on Healthcare & Wellness programs providing high level proactive strategies design, support of all benefits programs, forecast current and future needs • Provide and act as an overall subject matter expert for financial, actuarial and data analytics Selection Committee • Loretta Poindexter, Benefits • Phyllis Glover, Nutrition Services • Kenneth White, Warehouse • Michael Nichols, Benefits Office • Lorelei Scatamacchia, Teacher, Keith Williams, MSCEA and Karen Carpenter, TNEA – Did not score Finalist Mercer Health & Benefits, LLC and PricewaterhouseCoopers (PWC) Procurement April 12, 2018 Committee 2 2017 RFP SCORING CRITERIA Major Categories Weights Qualification/Experience 10% General Requirements 20% Services and Capabilities 40% Financial Offer 15% Financial Stability and References 15% Total 100.00 3 BEST & FINAL FINANCIAL OFFERS Healthcare Consultant Mercer Mercer PWC Current BAFO BAFO Annual Estimate Cost Core Services $335,000 $210,000 $792,850 Annual Estimate Cost Voluntary Programs $46,000 $46,000 $192,375 Annual Cost $381,000 $256,000 $985,225 Annual Cost Difference (current vs proposed) ($125,000) $604,255 Rate increase of 2.5% annual Rate Guarantee 3 Years after 2018 Mercer will accept all payments by commission PWC will not accept any payments by commission 4 QUESTIONS 5.

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