The tasks below for Open Enrollment are a sampling of the items that will be covered. Open Enrollment preparation can be broken down into three phases.

Phase 1: Pre-Open Enrollment Procedures

• Check payroll calendars
• Sample Timeline of Open Life Event Processing
• Assess and Modify Derived Factors and Eligibility
• End existing plans that are no longer offered
• Add new plans
• Modify rates and premiums on existing plans
• Start new coverage for Flexible Spending Accounts (FSA)
• Run Mock Open Enrollment and Check Errors
• Create and maintain test plan
• Modify any existing plans, events or rules that are not compatible with existing or new benefit rules

Phase 2: Open Enrollment Procedures

• Process the Open Life Event
• Check for Errors and resolve
• Default Enrollment Process
• Close the Open Life Event

Phase 3: Post-Open Enrollment Procedures

• Verify new plans, check defaults and automatics
• Investigate Incorrect Elections
• Resolve Action items
• Participation Overrides (for Eligibility)
• Enrollment Overrides

Additional Services

• Support of user acceptance testing
• Assist with Oracle SR management
• Technical assistance for fast formula creation
• Interface creation
• Configuration documentation
• Assist with configuration transition to production
• Assist with production processing of open enrollment related processes

To further assist you during OE, KBACE also offers both functional and technical support for:

• Extensive training (on-site at your office or in our Nashua NH training facility);
• On-call assistance for Oracle customers managing Open Enrollment in-house;
• Completely outsourced Open Enrollment management options with specified plan change and rate change requirements;
• Enhancement and Issue resolution tracking during the Open Enrollment period.