Service Provider Performance Evaluation - Actuary
    Please rate the effectiveness of service provided by the contractor listed below. If you have no opinion, or do not recall using or receiving the service, indicate not applicable (N/A).
 

1.
Contractor Company:

2.
Contact Person:

3.
Contract Anniversary:
4.
Service Provided to SELF:
       
    Activity Rating
      Poor -- 1 -- 2 -- 3 -- 4 -- 5 -- N/A -- Excellent
    CONTRACT TASKS  
5.
Develop reasonable funding guidelines for SELF, projecting ultimate losses on prior years, estimating funding for following years, and address claim trends.
1   2   3   4   5   N/A  
6.
Discuss revisions in SELF’s program structure. This may include more flexible member retention and pooling limit levels, considering how changes in the Memorandum of Coverage affects rates and other issues.
1   2   3   4   5   N/A
7.
Discuss SELF’s claims administration from an actuarial perspective.
1   2   3   4   5   N/A
8.
Discuss developing underwriting standards, such as the reasonableness of an experience rating plan.
1   2   3   4   5   N/A
9.
Discuss the probability of SELF incurring large claims. 1   2   3   4   5   N/A
       
    COMMUNICATION  
10.
Ability to communicate thoughts and ideas orally and in written form, and have them understood by others; ability to carefully listen, observe, understand and respond to what is communicated by others; skill in preparing written documents in a thorough and professional manner; skill in preparing, articulating and presenting material in a public meeting.
1   2   3   4   5   N/A
       
    INTERPERSONAL SKILLS  
11.
Ability to deal with people; skill in maintaining cooperative, friendly relations with the Board and members; skill in handling conflict and confrontation; skill in inspiring confidence in others.
1   2   3   4   5   N/A
       
    FOLLOW THROUGH  
12.
Ability to not just accomplish goals and objectives as stated, but to provide additional value for members.
1   2   3   4   5   N/A
       
13.
Specific examples or comments: