80111502-19-1 - Ben Consul - HTUTC 3-26-25.pdf

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Attached to
Benefits Consulting, Actuarial, and Claims Auditing Services
Contract number
80111502-19-1
Issued by
Florida

About this file

This document is a "How to Use This Contract" guide for Benefits Consulting, Actuarial, and Claims Auditing Services, issued by the Florida Department of Management Services, Division of State Purchasing. The contract is identified by the number 80111502-19-1 and is a state term contract for Florida state agencies, with detailed instructions for procurement through the MyFloridaMarketPlace (MFMP) online procurement system and Ariba On Demand (AOD) application.

The contract provides hourly rates and project-based pricing options for consulting services, with hourly rates serving as ceiling rates inclusive of all associated costs. State agencies must issue requests for quotes (RFQs) to a minimum of 25 contracted vendors, ensuring selected vendors can provide the specific services requested. Eligible users must create an RFQ specifying service terms, levels, qualifications, and experience needs. The contract supports three methods of creating RFQs: Sourcing Process, Guided Buying templates, and Collaborative Requisitions. Commodity codes are specified for various service categories, and agencies are required to purchase services through this state term contract in accordance with Florida Statutes.

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3/11/25

How to Use This Contract

Benefits Consulting, Actuarial, and Claims Auditing Services (80111502-19-1)

Contractor information, pricing, and contract documents are located on the contract webpage at https://www.dms.myflorida.com/business_operations/state_purchasing/state_contracts_and_agreeme nts/state_term_contracts/benefits_consulting_actuarial_and_claims_auditing_services.

Hourly Rates vs. Project-Based Pricing

• Hourly rates posted on the contract webpage are ceiling rates inclusive of any and all costs associated with providing services; hourly rates provided in response to an RFQ shall not exceed the hourly rates posted on the contract webpage for each contractor.

• Project-based pricing may be used instead of hourly rates to accomplish goals and tasks that include more complex requirements. Customers shall negotiate all pricing, fees, and related expenses associated with the completion of each task and deliverable.

• The customer’s preferred pricing model (i.e. hourly rates or project-based pricing) should be fully detailed in the customer specific scope of work included in the RFQ.

State Agencies

• Agencies must ensure that an RFQ is issued to a minimum of 25 contracted vendors on contract

Actuarial, and Claims Auditing. Some contractors may not be contracted to provide all of the [“services”, “service categories”, “job titles”, “products”, “regions”, etc.] that are available under this contract; the selected vendors must offer the [“services”, “service categories”, “job titles”, “products”, “regions”, etc.] requested in the RFQ. Please refer to the contract webpage, [Pricing section] to determine the [“services”, “service categories”, “job titles”, “products”, “regions”, etc.] that each contractor is contracted to provide.

Using STC RFQ Templates in Ariba on Demand (AOD)

• The State of Florida’s online procurement system, MyFloridaMarketPlace (MFMP), is the preferred method for obtaining quotes, placing orders, and making payments for this contract.

The MFMP Ariba On Demand (AOD) application provides three ways to create an STC RFQ.

Training materials that provide detailed instructions and information about the groups required for each option can be found in the Informal Solicitations in AOD Guide on theMFMP Agency Customer webpage.

https://www.dms.myflorida.com/business_operations/state_purchasing/state_contracts_and_agreements/state_term_contracts/benefits_consulting_actuarial_and_claims_auditing_services https://www.dms.myflorida.com/business_operations/state_purchasing/state_contracts_and_agreements/state_term_contracts/benefits_consulting_actuarial_and_claims_auditing_services https://www.dms.myflorida.com/business_operations/state_purchasing/state_contracts_and_agreements/state_term_contracts/benefits_consulting_actuarial_and_claims_auditing_services https://www.dms.myflorida.com/business_operations/state_purchasing/state_contracts_and_agreements/state_term_contracts/benefits_consulting_actuarial_and_claims_auditing_services https://www.dms.myflorida.com/business_operations/state_purchasing/state_purchasing_service_updates/an_rfq_for_services_or_it_commodities_must_be_issued_to_at_least_25_vendors_on_the_contract_or_all_vendors_if_less_than_25 https://www.dms.myflorida.com/business_operations/state_purchasing/state_purchasing_service_updates/an_rfq_for_services_or_it_commodities_must_be_issued_to_at_least_25_vendors_on_the_contract_or_all_vendors_if_less_than_25 https://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/mfmp_agency_customers/mfmp_university/manuals_and_job_aids https://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/mfmp_agency_customers/mfmp_university/manuals_and_job_aids

1. STC RFQ Sourcing Process using the Sourcing module in AOD allows agency customers to customize attachments and questions, interact with vendors, edit the event, and collaborate with individuals within the same agency. After awarding the business, a requisition must be manually created with the awarded vendor and pricing information.

More detailed information can be found in the STC RFQ Sourcing Process section of the Informal Solicitations in AODGuide.

2. STC RFQ templates in Guided Buying contain pre-built content, and the vendors in the template have been awarded the contract. After awarding the business, AOD generates a requisition with the awarded vendor and pricing information. More detailed information can be found in the STC RFQ Guided Buying Process section of the Informal Solicitations in AODGuide.

3. Collaborative Requisitions may be used to create an STC RFQ when agency customers need to invite specific vendors, edit the STC RFQ after submission, and use messaging.

After awarding the business, AOD generates a requisition with the awarded vendor and pricing information. More detailed information can be found in the Collaborative Requisitions section of the Informal Solicitations in AOD Guide.

• For assistance using AOD to create an STC RFQ, please contact the MFMP Customer Service Desk at 866-352-3776 or BuyerHelp@myfloridamarketplace.com.

Creating a Requisition for an STC RFQ in AOD

• When manually creating a requisition for an STC RFQ, confirm the following values:

o Create a non-catalog requisition in AOD using instructions found in the Buyer Guide on the MFMP Agency Customer webpage.

o CATALOG TYPE: None - Create a requisition and click the ‘Create Non-Catalog Item’ button. In the ‘Supplier’ field, use the appropriate contractor’s FEIN, as provided on the contract webpage. In the ‘State Contract ID’ field, select the contract number shown on the specific contract for the selected contractor; please note that the contract number will be 80111502-19-1.

o COMMODITY CODE: 80101504, 80101512, 80101513, 80101603, 80101606, 80101607, 80111502, 84111601, 84111602, 84111603, or 93151607; the current list of commodity codes activated in MFMP is located at https://dms.myflorida.com/commodity_codes.

o METHOD OF PROCUREMENT: B - State term contract with RFQ.

• Please use the appropriate contractor’s FEIN, as provided on the contract webpage, when making payments in the Florida Accounting Information Resource (FLAIR); also, please use the appropriate contractor’s FEIN when recording purchasing card (PCard) payments in FLAIR.

Eligible Users

• Eligible users, as defined by Rule 60A-1.001, Florida Administrative Code, must create an RFQ to place an order using this contract. Contractor contact information is accessible from the contract webpage. The RFQ must specify a term and include a customer SOW that states the services, service levels, educational qualifications, and experience needed. Eligible users should consider including the information listed in the “State Agencies” section above in the RFQ.

Frequently Asked Questions

• Can I purchase from a vendor outside of this contract if they offer better pricing?

mailto:BuyerHelp@myfloridamarketplace.com http://myfloridamarketplaceflair.procurement3.ariba.com/?guidedbuyredirect=true https://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/mfmp_agency_customers/mfmp_university/manuals_and_job_aids https://dms.myflorida.com/commodity_codes https://www.flrules.org/gateway/RuleNo.asp?title=GENERAL%20REGULATIONS&ID=60A-1.001 https://www.flrules.org/gateway/RuleNo.asp?title=GENERAL%20REGULATIONS&ID=60A-1.001 https://www.flrules.org/gateway/RuleNo.asp?title=GENERAL%20REGULATIONS&ID=60A-1.001 https://www.flrules.org/gateway/RuleNo.asp?title=GENERAL%20REGULATIONS&ID=60A-1.001 o In accordance with section 287.056, Florida Statutes, state agencies are required to purchase commodities and contractual services from state term contracts procured by the Department of Management Services.

• What should I do if I have an issue with the contractor?

o If you are unable to resolve an issue with a contractor, you may contact the contract manager listed on the contract webpages to explore additional options. These options include: complete a vendor performance survey online to document the issue, work with the contract manager to elevate the issue with the contractor representatives, or submit a vendor complaint that requires a formal response from the contractor.

Contact Information

• If you have any questions or require assistance specific to this contract (e.g. pricing, contract requirements, etc.), please contact the contract manager listed on the contract webpage.

• If you have any questions or require assistance specific to MFMP (e.g. system access, purchase orders, catalogs, etc.), please visit the Division of State Purchasing’s MFMP webpage located at https://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace.

https://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace https://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace

Benefits Consulting, Actuarial, and Claims Auditing Services (80111502-19-1)
Hourly Rates vs. Project-Based Pricing
State Agencies
Eligible Users
Frequently Asked Questions
Contact Information

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