Oasis Outsourcing and CPG: streamline your health center s back end HR and save money on health insurance!

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1 Oasis Outsourcing and CPG: streamline your health center s back end HR and save money on health insurance!

2 Background Oasis Outsourcing: Formed in 1996 Nationwide PEO and the largest privately held PEO Accredited and certified PEO Presenter: Mike Stanley- Professional Employer Consultant 10+ years industry experience (7+ w/ Oasis) Has helped over 300 organizations save money on health and streamline their back end HR.

3 What is a PEO?? A PEO is a Professional Employer Organization (PEO). PEO is defined as a business entity that provides human resources outsourcing services to client companies through the use of a co-employment relationship. PEO s give clients access to major large group medical and benefits platforms, saving significant hard dollars. PEO s provides administrative support to clients supporting their HR dep t. PEO s make sure that health centers are compliant with state and federal regulations associated with being an employer.

4 What this all means to you OPPORTUNITY SOLUTION IMPACT FOCUS ON GROWTH Remove nonrevenue-producing tasks and spend more time developing and retaining customers. Up to 25% less time spent on administrative matters. INCREASE PROFITS Acquire comprehensive Payroll, Benefits & HR Administrative Services. As much as a 30% lower labor cost burden. BECOME AN EMPLOYER OF CHOICE Select world-class benefit programs that attract and retain great employees. Higher employee morale, lower turnover and better productivity. MAINTAIN PEACE OF MIND Acquire Employment Practices Liability Insurance (EPLI), Risk & Safety support and proactive claims processing. Safer workplace, decreased business interruption and lower legal costs.

5 Business Challenges for health centers: Rising health insurance costs Healthcare Reform Overwhelming Administrative Activities Multiple Vendors Rising Business Costs Limited Human Resources Support Attracting and Retaining Great Employees Not Enough Time in the Day!

6 How Do You Address These Issues?

7 PEO s Can Help!

8 How Does It Work?

9 Payroll AUTOMATION TECHNOLOGY COMPLIANCE Customized Deposit Options Multiple Payroll Processing Options SSAE 16 Type II Job Costing Payroll Help Desk Garnishments & Levies General Ledger Files Web-based Payroll System Payroll Record Keeping Payroll Accrual & Tracking of PTO for Compatible Plans Web Reports with Download Capabilities Electronic Onboarding W-2 Processing Online Forms Federal & State Compliance Regulatory Reporting & Filing Online Report Writer Improved Efficiencies & Accuracy

10 Employee Services Website - Paystub 10

11 INSURANCE Medical, Dental & Vision Flexible Spending Account Other Insurance: Life, AD&D, Accident, Disability, Cancer, Hospital, Legal Parking & Transportation Plan Benefits FINANCIAL SAVINGS PLANS 401(k) Retirement Plan Health Savings Account Prepaid College Fund LEGAL COMPLIANCE HIPAA EMPLOYEE ADVOCACY Employee Assistance Program (EAP) Health Advocate: Claims Resolution & Finding Doctors WellCall Personalized Health Management ADMINISTRATION & SUPPORT Annual & New Enrollment Section 125 Employee Service Center 5500 Filings COBRA PPACA

12 Human Resources Services LEGAL & REGULATORY COMPLIANCE Customized Employment Handbooks Federal & State Employment Compliance Assistance Wage & Hour Resources New Hire & SSN Verification Reporting ADMINISTRATION & SUPPORT HR Service Center Team SPHR/PHR Certified Employee Relations Consultations Employment Verification & Records Support Unemployment Claims Administration CUSTOMIZED PROGRAMS HR Program Review Training & Development Solutions Job Descriptions Compensation Surveys I-9 Assistance Unemployment Claims Processing Employee Surveys Employment Practices Liability Insurance (EPLI) Unemployment Claims Verification & Eligibility Determination Performance Management EEO Reporting FMLA Administration Behavioral Assessment Tools

13 Risk Management Oasis guides the development of a safe work environment while bearing full liability for workers compensation. RISK MANAGEMENT COMPLIANCE Analyze & Recommend Safety Protocols On-Site Safety Visits/Training Safety Development Program Drug Free Workplace Program OSHA Assistance RETURN-TO-WORK PROGRAMS Return-To-Work Program Assistance Assistance with Light-Duty Position Development Claims Management Oversight Fraud Investigation (when warranted)

14 The Oasis Service Model

15 15 Technology Solutions Oasis Outsourcing offers technology solutions that increase efficiency and ease-of-use for our clients and their employees. We deliver highly specialized interfaces and handle the upgrades, so you can focus on running your business effectively.

16 16 Employee Electronic Onboarding Electronic Onboarding Benefits Ease of Use Improved Accuracy and Compliance Verify Employment Eligibility (everify) Reduced Administrative Costs Facilitates Submission of Tax Credits Facilitates a Paperless Environment Reduced Managerial Involvement

17 EPLI We ve Got You Covered! Employment Practices Liability Insurance (EPLI) protects your business in the event of lawsuits concerning: Discrimination Sexual Harassment Wrongful Termination Limits of Liability $1,000,000 aggregate coverage per client, per policy year Client Responsibility First $25,000 in covered costs incurred per claim

18 About Oasis Outsourcing Headquartered in West Palm Beach, FL Offices located throughout the country Oasis serves thousands of clients and employees nationwide Serving all 50 states Owned by Stone Point Capital Oasis Outsourcing is the nation s largest privately held Professional Employer Organization (PEO). Our principal investor is Stone Point Capital LLC, a private equity firm that manages the Trident Funds. Stone Point has an extensive track record of investing throughout various sectors of the financial services industry. SOC 1 Type II Certification (formerly SAS 70) Verifies that controls and procedures are written Tests effectiveness of controls over time

19 Headquarters Headquartered in West Palm Beach, FL 32 offices nationwide Oasis serves 6000 clients and 200K employees nationally Serving all 50 States

20 Locations Sales Office Processing Center Sales Office & Processing Center

21 Our Partners & Accreditations

22 22 Oasis Mission and Values -

23 Contact Oasis or CPG: Mike Stanley Professional Employer Consultant Brittany Resendes Member Communications Coordinator

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