5-Attachment C Technical Response.pdf

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Attached to
Utah Insurance Department, Producer, & Licensing
Solicitation number
CS26-32
Issued by
Utah

About this file

This is an Attachment C Technical Response document for an RFP issued by the State of Utah Division of Purchasing and conducted by the Utah Insurance Department to procure services for administering insurance producer licensing examinations. The contract encompasses facilities, equipment, and processing services to administer license examinations, acquire and transmit candidate fingerprints, and transmit examination results and license application information to the Department's data processing vendor Vertafore. The selected vendor will be the responsive and responsible offeror with the highest score as justified by procurement code. The contract term is five years, with the vendor required to guarantee pricing throughout the entire five-year period.

Offerors must provide comprehensive technical responses addressing executive summary information, organizational structure, business activities, subcontractor details, and point-by-point responses to specific requirements including test site establishment and locations, candidate registration and fee payment procedures, examination question development and maintenance, scoring and reporting procedures, examination security protocols, and statement of experience with a minimum of three years' experience in testing services, preferably in insurance licensing. Additionally, offerors must demonstrate personnel qualifications, provide three current references from entities served within the past three years, submit sample instructional booklets and registration forms, and detail their approach to remotely proctored testing locations, examinations in English and Spanish, and compliance with accessibility requirements for individuals with disabilities.

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Text version

Attachment C

Technical Response

A. Executive Summary Offeror shall provide an executive summary containing the following information.

1. General information about the Offeror.

2. Organizational structure, including relationship to parent or subsidiary organizations.

3. Primary and secondary business activities.

4. List and describe all subcontractors or vendors used in providing services requested in the scope of work. Include a description of services subcontracted to others, general background and experience of subcontractors used, and quality control measures in place on any subcontracted services.

5. Indicate any requirements or services that cannot be provided by the Offeror.

B. Detailed Response Provide a point-by-point response to each section in Attachment C-Background and Scope of Work including the following items below:

1. Approach

a. Offeror shall propose and justify its own approach to establishing the Test Sites, including the number and location to Test Sites, the days and times of operation, and shall specify which of the following services are available at each of the Test Sites: Examination administration, fingerprint processing, and supplying and maintaining kiosks for license applications. Offeror shall include the availability of Test Sites throughout the state, operation, personnel, procedures, security, safety, details regarding access for individuals with disabilities, and any capabilities of its Test Sites. Offeror shall also include its approach to offering examinations to be administered at Remotely Proctored Testing Locations.

b. Offeror shall outline the Offeror’s plan for registration of Candidates, Candidate payment of fees, notifying Candidates of their Examinations dates, times, and locations.

c. Licensing Information and Booklet

Offeror shall upload a sample copy of its proposed information and instruction booklet, registration form, and license application. Offeror shall also include a description of its procedure for developing, changing, and distributing such information and forms.

d. Administration Forms and Reports

Offeror shall upload forms to be used in the operation of the program. Examples would include the reporting form to notify the Department of those who have passed or failed the Examination, statistical reports which would be used to report to the Department, and any reports or forms which will be furnished to the Department on a regular basis.

e. Development and Maintenance of Examination Questions

Offeror shall describe the job analysis approach used to determine the content emphasis of the Examination. Offeror shall also provide a detailed scheduled of the Offeror’s proposed implementation of the Examinations in both English and in Spanish. Offeror shall outline its approach regarding the following requirements:

1. Provide a full and complete explanation of Offeror’s approach to determining the validity of its examinations as well as the development and management of its bank of examination questions.

2. Describe the Item and Examination development and review process used by Offeror to assure the assure the relevance of each question to Utah law and practice. Include a description of how industry advisory committees will be used. Explain methods of psychometric review, which provide reasonable assurance of the reliability of each examination.

3. Offeror shall describe shall describe the Department’s role in Examination development and maintenance process.

4. Offeror shall describe the Department’s role in Examination development and maintenance process.

5. Offeror shall describe Offeror’s approach to ensuring that each Candidate’s Examination is comparable in difficulty and subject matter with Examinations of the same type given to other Candidates.

f. Examination Scoring and Reporting Procedures-Offeror shall outline the Offeror’s plan to retain Candidate records, examinations, and scores.

g. Examination Security-Offerors shall describe the system of security for the Examination Items, Candidate records, for Test Sites, and for Examinations administered at Remotely Proctored Testing Locations. Offerors shall also include the methods to be used to provide security and accuracy in transmission of test results to the Department and Candidates. Describe how security violations of any type will be handled and reported to the Department.

Describe procedures and systems that prevent the loss of Candidate data at each Candidate terminal.

2. Statement of Experience-Provide a minimum of three (3) years’ experience in providing testing services in the general licensing field, especially any experience in the insurance licensing field.

3. Personnel-Prove the qualifications and expertise of staff and management. Also provide the qualifications of full-time personnel to be involved in writing insurance license Examination Items.

4. Reference-Provide three (3) references able and willing to be contacted to discuss Offeror’s expertise and previous experience. For each reference, provide the name, entity, email, and phone numbers. References must be valid, accurate, and current (within the past three (3) years.)

The State will conduct reference checks to verify the accuracy of submitted materials and to ascertain the quality of the experience. The State reserves the right to pursue any or all references.

Attachment C
Technical Response
A. Executive Summary
B. Detailed Response

File details come from the government source that posted it. Updated .