peba draft 1

PEBA is proud to bring you this outsourcing survey. Your participation in the survey is vital, as the results will be distributed to all PEBA members for free and available to non-members for a price. It will take approximately 10 minutes to complete. The survey asks questions related to your company's outsourcing initiatives. Use your best judgement and knowledge when answering the questions and feel free to generalize your responses for the majority of your employees.

You received this survey because you are listed on PEBA's database as the Primary Member. You are the only employee from your company to receive the survey. If you believe that someone else in your company would be best to answer the survey, please forward the link to them today, but remember, only one person per company should complete the survey. Your answers will be kept confidential. Only aggregate information will be distributed and not individual responses.

PLEASE RETURN THE COMPLETED SURVEY BY AUGUST 1. If you have any questions, contact Marlynn Orlando in the PEBA office at (215)735-9435.

1. What is the nature of your company's business?
Chemical
Consulting
Computer/Data Services
Education
Financial Services
Professional/Consultancy
Healthcare
Manufacturing
Law
Pharmaceutical
Other
2. What is the total number of employees for all locations?
Fewer than 100
100-499
500-999
1000-2499
2500-4999
5000 or more
3. How many employees does your company have in the Delaware Valley?
Fewer than 100
100-499
500-999
1000-2499
2500-4999
5000 or more
4. What is the approximate make-up of the employee population for your entire company?
% Non-exempt hourly
% Exempt salary
% Salary supervisory/managerial
% Executives


Check all that apply.
5. What human resources/benefits administration function(s) does your company currently outsource?
We don't outsource any functions
Enrollment (open, annual, new hire, life event, etc.)
Communication
Benefit statements
Billing
Payroll
Eligibility maintenance
Call center
Claims processing (medical, dental, and/or vision)
FSA administration
FMLA administration
COBRA administration
HIPAA administration
HRIS
Training
Staffing
Relocation
Expatriate services
Other
6. What other functions do you outsource?

7. Do you outsource to more then one vendor?
Yes
No
8. Why have you chosen not to outsource?
Adequate in-house expertise/resources
Loss of control
Cost prohibitive
Lack of experience with outsourcing
Organization resistance
Other
9. Approximately what percentage of your human resources and/or benefit administration functions are outsourced?
About 25% (only 1 or 2 functions are outsourced)
About 50% (half of our functions are outsourced)
75% (almost everything is outsourced)
100% (everything is outsourced)


Check all that apply
10. What factor(s) influenced your company's decision to outsource its human resource/benefit administration?
Cost savings
Need for special skill/services
Free up internal resources for other purposes
Lack of in-house expertise
Improve company focus
Difficulty hiring and retaining personnel
Compliance
Leverage capabilities of advanced technology while minimizing the internal investment in capital and labor
Other
11. What is the possibility that your company will be engaged in new outsourcing activities in the next twelve months?
Certain
High possibility
Some possibility
Unlikely
Very unlikely


Check all that apply.
12. What human resources/benefit administration functions has your company considered outsourcing in the next twelve months?
Enrollment (open, annual, new hire, life event, etc.)
Communication
Benefit statements
Billing
Payroll
Eligibility maintenance
Call center
Claims processing (medical, dental, and/or vision)
FSA administration
FMLA administration
COBRA administration
HIPAA administration
HRIS
Training
Staffing
Relocation
Expatriate services
Other


Select the top three
13. When selecting an outsourcing partner, what factors do you consider?
Cost
Technical expertise
Commitment to customer service
Responsiveness
Experience level of potential outsourcing partner
Long-term stability & reliability
Current client base
References
Performance guarantee
Vendor location
14. Do you have service agreements (performance guarantees) with your vendors?
Yes
No


Check all that apply.
15. If yes, for which processes?
Enrollment (open, annual, new hire, life event, etc.)
Communication
Benefit statements
Billing
Payroll
Eligibility maintenance
Call center
Claims processing (medical, dental, and/or vision)
FSA administration
FMLA administration
COBRA administration
HIPAA administration
HRIS
Training
Staffing
Relocation
Expatriate services
Other
16. Has the role of human resources/benefit administration at your company changed significantly due to outsourcing benefit activities?
Yes
No
17. Do you see the trend to outsourcing being reversed and more companies likely to bring benefit/HR functions back in-house (insource)?
Yes
No


check all that apply
18. For what reasons would you consider bringing certain functions back in-house?
Cost
Strategic direction
Improved in-house technology
In-house expertise
Control
Service/quality
Other


Check all that apply.
19. Within the last twelve months, which benefit/HR activities has your company insourced or brought back in-house?
Enrollment (open, annual, new hire, life event, etc.)
Communication
Benefit statements
Billing
Payroll
Eligibility maintenance
Call center
Claims processing (medical, dental, and/or vision)
FSA administration
FMLA administration
COBRA administration
HIPAA administration
HRIS
Training
Staffing
Relocation
Expatriate services
Other
20. How satisfied are you with the quality of outsourcing services?
Satisfied with all
Satisfied with most
Satisfied with some
Neither satisfied or dissatisfied
Dissatisfied with all
21. How satisfied are you with the price of outsourcing services.
Satisfied with all
Satisfied with most
Satisfied with some
Neither satisfied or dissatisfied
Dissatisfied with all
22. Have your overall objectives for outsourcing been achieved?
Yes
No
23. Overall, would you say outsourcing has:
Saved our company more then 20%
Saved our company 10-20%
Saved our company less than 10%
No savings realized at this time
It cost more to outsource
24. How were the achieved results relative to the expected results?
Better than expected
As expected
Worse than expected