Attachment A - Dental Plan Proposal Package_Final.xls
XLS spreadsheet 1 MB Posted
- Attached to
- Supplemental Dental Benefits Federal contract opportunity
- Solicitation number
- 9523ZY-20-R-0001
- Issued by
- Commodity Futures Trading Commission
About this file
This document outlines a federal contract opportunity for supplemental dental benefits administration and insurance. The Commodity Futures Trading Commission seeks proposals for a contractor to administer and insure its supplemental dental plan covering approximately 700 employees in Washington, D.C., New York, New York, Chicago, Illinois, and Kansas City, Missouri for a one year base period and four one-year options. The resulting contract is anticipated to begin in January 2021. The agency will issue a request for proposals on April 6, 2020 to be submitted electronically through FBO.gov within 30 calendar days. The procurement will follow FAR Part 12 and 15 procedures.
View the file
Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| 9523ZY-20-R-0001 - Solicitation - Final.pdf | ||
| Attachment B - NDA - Final.pdf | ||
| Attachment C_Past Performance - Final.pdf |
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Text version
Instruct
| General | 1. | ABC Co. to ABC Company |
| 2. | Change logo to new log | |
| 3. | Delete blank row 3 on worksheets that I haven't done it on | |
| 4. | Reformat into new format | |
| 5. | Search for MetLife - Replace with The Client | |
| 6. | All dates - change to variable format [MM, DD, YYYY, if appropriate] | |
| 7. | References to Attachments are to be as follows: Attachment: [Name of Attachment] | |
| Questionnaire | 1. | Add consultant instructin to row 5 |
| 2. | Change Auto Number & Color macro to Auto Number; ut in rows 7-8 | |
| 3. | Delete extra rows | |
| 4. | delete row 36 | |
| 5. | Aon logo on row 10 | |
| Worksheets | 1. | Variable [], red font indicator for question # |
| 2. | use same formatting for the question as in the Questionnaire (double border, with blue fill) | |
| 3. | delete row 3 in all supplemental worksheets |
Listbox
| List Box Name | Value |
| ListSentCensusOn | diskette |
| hard copy | |
| CD | |
| ListReplaceSupp | replace |
| supplement | |
| ListYesNoSeeExplain | Yes |
| No - See "Explanation" | |
| ListYesExplain | Yes - See "Explanation" |
| No | |
| N/A | |
| ListYesNo | Yes |
| No | |
| ListYesNoNA | Yes |
| No | |
| N/A | |
| ListYesNoNotRequested | Yes |
| No | |
| Not Requested | |
| ListYN_NSeeExpNotReq | Yes |
| No | |
| No - See "Explanation" | |
| Not Requested | |
| ListCompleted | Completed |
| Not Completed | |
| ListCompNotExplain | Completed |
| Not Completed - See "Explanation" | |
| ListAttached | Attached |
| Not Attached | |
| ListABC | a |
| b | |
| c | |
| ListYesNotRequested | Yes |
| No | |
| Requested | |
| ListABC_G | a |
| b | |
| c | |
| d | |
| e | |
| f | |
| g | |
| ListABC_H | a |
| b | |
| c | |
| d | |
| e | |
| f | |
| g | |
| h | |
| ListYears | < 2 years |
| 2 to 5 Years | |
| 5 to 10 Years | |
| > 10 Years | |
| ListAccreditation | Excellent |
| Commendable | |
| Accredited | |
| Provisional | |
| Denied | |
| Appealed by Plan | |
| In Process | |
| Revoked | |
| Scheduled | |
| Suspended | |
| Under Review by NCQA | |
| NHP Accreditation | |
| NHP Under Review | |
| NHP Expired | |
| NHP NCQA Discretionary Review | |
| NHP Initial Decision Pending | |
| NHP Future Review Scheduled | |
| ListNameInsureEntity | Offered |
| Not Offered | |
| ListJCAHO | Accreditation Not Requested |
| Accreditation With Commendation | |
| Accreditation Without Type I Recommendations | |
| Accreditation With Type I Recommendations | |
| Provisional Accreditation | |
| Conditional Accreditation | |
| Preliminary Denial of Accreditation | |
| Accreditation Denied | |
| Accreditation Watch | |
| ListTaxStatus | For-Profit |
| Not-For-Profit | |
| ListModel | Group |
| IPA | |
| Mixed | |
| Network | |
| Staff | |
| PPO Platform | |
| ListMetNotMet | Met |
| Not Met | |
| ListUnderwriting | Individual Statement of Health |
| Employer Statement acting as gatekeeper) | |
| Other; specified in "Explanation" | |
| ListProposedRating | Community Rating |
| Group Specific (Adjusted) Community Rating | |
| Community Rating by Class | |
| Community Rating by Age | |
| Experience Rated/Non-Div Eligible (Prospectively-rated) | |
| Experience Rated/Div Eligible (Retrospectively-rated) | |
| ListCommissions | Standard commissions are included in basic premium rates regardless of whether they are paid. |
| Standard commissions require an increase to basic premium rates. | |
| No commissions available. | |
| ListGeo | Zip code dispersion |
| Center of zip code | |
| Geo-coding (employee zip code address) | |
| ListStates | Alabama |
| Alaska | |
| Arizona | |
| Arkansas | |
| California | |
| Colorado | |
| Connecticut | |
| Delaware | |
| District of Columbia | |
| Florida | |
| Georgia | |
| Hawaii | |
| Idaho | |
| Illinois | |
| Indiana | |
| Iowa | |
| Kansas | |
| Kentucky | |
| Louisiana | |
| Maine | |
| Maryland | |
| Massachusetts | |
| Michigan | |
| Minnesota | |
| Mississippi | |
| Missouri | |
| Montana | |
| Nebraska | |
| Nevada | |
| New Hampshire | |
| New Jersey | |
| New Mexico | |
| New York | |
| North Carolina | |
| North Dakota | |
| Ohio | |
| Oklahoma | |
| Oregon | |
| Pennsylvania | |
| Puerto Rico | |
| Rhode Island | |
| South Carolina | |
| South Dakota | |
| Tennessee | |
| Texas | |
| Utah | |
| Vermont | |
| Virginia | |
| Washington | |
| West Virginia | |
| Wisconsin | |
| Wyoming | |
| ListAnnYrEndDays | 30 |
| 60 | |
| 90 | |
| 120 | |
| 180 | |
| ListPayFrequency | weekly |
| bi-weekly | |
| monthly | |
| quarterly | |
| semi-annually | |
| annually | |
| ListPnltyFeeList | premium |
| administrative fees | |
| ListAdvRenewNoticeDays | 30 |
| 60 | |
| 90 | |
| 120 | |
| 180 | |
| ListAccreditationPPO | Full |
| One - Year | |
| Provisional | |
| Denied | |
| Under Review | |
| NCQA Discretionary Review | |
| ListPlanType | HMO |
| PPO | |
| POS | |
| HMO/PPO | |
| PPO/POS | |
| HMO/POS | |
| HMO/PPO/POS | |
| Not Applicable | |
| No - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| ListURAC | Accredited |
| Not Accredited | |
| ListGuaranteeType | financial |
| service | |
| ListProEnforce | proposed |
| inforce | |
| ListSTDPayFreq | weekly |
| bi-weekly | |
| monthly | |
| quarterly | |
| annually | |
| ListAgreeDisagree | Agree |
| Disagree | |
| ListRated | Rated |
| Not Rated | |
| See "Explanation" | |
| ListIncluNotIncluNA | Included |
| Not Included | |
| N/A - No Additional Costs | |
| ListRateChange | No Change |
| Rating Improved | |
| Rating Worsened | |
| Not Rated | |
| ListTeleElecTransFaxMail | Telephone |
| Electronic transmission | |
| Fax and mail | |
| ListIncluded | Included |
| Not Included | |
| ListHoursofOperation | 12:00 AM |
| 12:30 AM | |
| 1:00 AM | |
| 1:30 AM | |
| 2:00 AM | |
| 2:30 AM | |
| 3:00 AM | |
| 3:30 AM | |
| 4:00 AM | |
| 4:30 AM | |
| 5:00 AM | |
| 5:30 AM | |
| 6:00 AM | |
| 6:30 AM | |
| 7:00 AM | |
| 7:30 AM | |
| 8:00 AM | |
| 8:30 AM | |
| 9:00 AM | |
| 9:30 AM | |
| 10:00 AM | |
| 10:30 AM | |
| 11:00 AM | |
| 11:30 AM | |
| 12:00 PM | |
| 12:30 PM | |
| 1:00 PM | |
| 1:30 PM | |
| 2:00 PM | |
| 2:30 PM | |
| 3:00 PM | |
| 3:30 PM | |
| 4:00 PM | |
| 4:30 PM | |
| 5:00 PM | |
| 5:30 PM | |
| 6:00 PM | |
| 6:30 PM | |
| 7:00 PM | |
| 7:30 PM | |
| 8:00 PM | |
| 8:30 PM | |
| 9:00 PM | |
| 9:30 PM | |
| 10:00 PM | |
| 10:30 PM | |
| 11:00 PM | |
| 11:30 PM | |
| 24 hours / 7 days | |
| Not Open | |
| Other - See Explanation | |
| ListGracePeriod | 30 days |
| 60 days | |
| 90 days | |
| 120 days | |
| Other - See Explanation | |
| ListNotedNotNoted | Noted |
| Not Noted | |
| ListContributions | Contributory |
| Non-Contributory | |
| ListBeforeAfterTax | Before-Tax |
| After-Tax | |
| Both Before-Tax and After-Tax | |
| ListClassSchedule | Flat |
| Schedule | |
| Formula | |
| ListClassEligibility | Active, FT salaried ee's regularly working min 30 hrs/wk. |
| Active, FT hourly ee's regularly working min 30 hrs/wk. | |
| Active, FT ee's regularly working min 30 hrs/wk. | |
| Active, FT ee's regularly working min 30 hrs/wk, excluding Class(es) X already covered under this Policy. | |
| Active, FT salaried EE regularly working min 30 hrs/wk who earn more than X per X. | |
| Active, FT hourly ee's regularly working min 30 hrs/wk who earn more than X per X. | |
| Active, PT ee's regularly working min 17.5 hrs/wk. | |
| Other active, PT ee's regularly working min 17.5 hrs/wk, excluding Class(es) X already covered under this Policy. | |
| Other active, FT ee's regularly working min 17.5 hrs/wk, excluding Class(es) X already covered under this Policy. | |
| Active, FT Union ee's regularly working min 30 hrs/wk. | |
| Active, FT Non-Union ee's regularly working min 30 hrs/wk. | |
| ListCompNotComp2 | Completed - information requested provided |
| Not completed - no recent or planned activities | |
| Not completed - information available, but not provided | |
| ListClaimsRetention | Claims |
| Retention | |
| ListStateGovern | Pay exactly as mandated |
| May pay more than as mandated for some/all of the states - See "Explanation" | |
| ListStateNotGovern | No interest credited |
| Interest is credited - See "Explanation" | |
| ListWillingNAExplain | Willing |
| Not Willing | |
| Not Applicable | |
| Not Willing - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListModelDent | PPO |
| DHMO | |
| See "Explanation" | |
| ListYNNAExplain | Yes |
| No | |
| Not Applicable | |
| No - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListYNNoExplain | Yes |
| No | |
| No - See "Explanation" | |
| ListAgreeNAExplain | Agree |
| Do Not Agree | |
| Not Applicable | |
| Do Not Agree - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListRCInfo | HIAA |
| MDR | |
| Internally Developed | |
| Other | |
| See "Explanation" | |
| ListAttachedNAExplain | Attached |
| Not Attached | |
| Not Applicable | |
| Not Attached - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListNCQA | Accreditation Not Requested |
| Excellent | |
| Full | |
| Commendable | |
| One-year | |
| Accredited | |
| Provisional | |
| Denied | |
| Appealed by Plan | |
| In Process | |
| Revoked | |
| Scheduled | |
| Suspended | |
| Under Review by NCQA | |
| NCQA Discretionary Review | |
| NHP Accreditation | |
| NHP Denial | |
| NHP Under Review | |
| NHP Expired | |
| NHP NCQA Discretionary Review | |
| NHP Initial Decision Pending | |
| NHP Future Review Scheduled | |
| ListProvidedNAExplain | Provided |
| Not Provided | |
| Not Applicable | |
| Not Provided - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListCompletedNAExplain | Completed |
| Not Completed | |
| Not Applicable | |
| Not Completed - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListClmMailAreaTime | 24 hours |
| 48 hours | |
| Greater than 48 hours | |
| ListIncludedNAExplain | Included |
| Not Included | |
| Not Applicable | |
| Not Included - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListOffered | Offered |
| Not Offered | |
| ListYNNA | Yes |
| No | |
| Not Applicable | |
| ListYNYesExplain | Yes |
| No | |
| Yes - See "Explanation" | |
| ListOwnLease | Owned |
| Leased | |
| Both | |
| ListEitherHMOPPO | HMO |
| PPO | |
| Either HMO or PPO | |
| Other - See Below | |
| ListYNPlanDesignExplain | Yes |
| No - See "PlanDesignExplain" Worksheet | |
| ListHMOEPOPPOPOS | HMO/EPO |
| PPO | |
| POS | |
| HMO/EPO, PPO, POS | |
| Other - See Below | |
| ListSubcontractServ | Changed in Last 12 Mo's |
| Planned for Next 12 Mo's | |
| N/A - No Changes | |
| N/A - Not Subcontracted | |
| ListYNNAWebsite | Yes |
| No | |
| Not Applicable - No Website | |
| No - See "Explanation" | |
| ListConfirmed | Confirmed |
| Not Confirmed | |
| Not Applicable | |
| ListProposedRatingCDHC | Community Rating |
| Group Specific (Adjusted) Community Rating | |
| Community Rating by Class | |
| Community Rating by Age | |
| Experience Rated/Non-Div Eligible (Prospectively-rated) | |
| Experience Rated/Div Eligible (Retrospectively-rated) | |
| Partially Experience Rated/Non-Div Eligible (Prospectively-rated) | |
| Partially Experience Rated/Div Eligible (Retrospectively-rated) | |
| Other - See "Explanation" | |
| ListProvidedExplain | Provided - See "Explanation" |
| Not Provided | |
| ListNotCompletedExplain | Completed |
| Not Completed | |
| Not Completed - See "Explanation" | |
| ListNotAttachedExplain | Attached |
| Not Attached | |
| Not Attached - See "Explanation" | |
| ListAttachedExplain | Attached |
| Not Attached | |
| Attached - See "Explanation" | |
| Not Attached - See "Explanation" | |
| ListYPlanDesignExplainN | Yes - See "PlanDesignExplain" Worksheet |
| No | |
| ListYNNANoExplain | Yes |
| No | |
| No - See "Explanation" | |
| N/A | |
| ListYExplainNNAWebsite | Yes - See "Explanation" |
| No | |
| Not Applicable - No Website | |
| ListLeasedNetwork | Not Applicable - No Leased Networks |
| < 4 Leased Networks - See Data Below | |
| > 4 Leased Networks - See "Explanation" | |
| ListServiceCenter | < 2 Service Centers - See Data Below |
| > 2 Service Centers - See "Explanation" | |
| ListNCQADMProgAccred | Patient & Practitioner Accreditation |
| Patient-Oriented Accreditation | |
| Practitioner-Oriented Accreditation | |
| Accreditation In-Process | |
| Accreditation Not Requested | |
| Accreditation Denied | |
| Other - See "Explanation" | |
| ListNCQADMProgCert | Program Design Certification |
| Systems Certification | |
| Contact Certification | |
| Certification In-Process | |
| Certification Not Requested | |
| Certification Denied | |
| Other - See "Explanation" | |
| ListJCAHODiseaseCert | Certificate of Distinction Awarded |
| Certification In Process | |
| Certification Not Requested | |
| Certification Denied | |
| Other - See "Explanation" | |
| ListURACDMAccred | Full Accreditation |
| Conditional Accreditation | |
| Provisional Accreditation | |
| Accreditation Not Requested | |
| Accreditation Denied | |
| Accreditation In-Process | |
| Accreditation Voluntarily Withdrawn | |
| Corrective Action | |
| Reaccreditation In-Process | |
| Other - See "Explanation" | |
| ListMinSizeDMProg | < 1,000 |
| 1,000 | |
| 2,000 | |
| 5,000 | |
| 10,000 | |
| Other - See "Explanation" | |
| ListRecommendFreq | Daily |
| Weekly | |
| Monthly | |
| Quarterly | |
| Annually | |
| Other - See "Explanation" | |
| ListStandReportFreq | Per Occurrence |
| Weekly | |
| Monthly | |
| Quarterly | |
| Annually | |
| ListPropFeeLenTime | 18 months |
| 24 months | |
| 36 months | |
| 48 months | |
| Other - See "Explanation" | |
| ListMinLeadTime | 1 month |
| 2 months | |
| 3 months | |
| 4 months | |
| 6 months | |
| Other - See "Explanation" | |
| ListPropRequirement | Accept |
| Refuse | |
| See Modified Language | |
| ListMethDataReceipt | Disk |
| Tape | |
| On-Line File Transfer | |
| Paper | |
| Other | |
| Other - See "Explanation" | |
| ListServOfferedOnline | Included in Your Basic Package |
| Available for an Additional Cost | |
| Neither Included in the Basic Package Nor for an Additional Cost | |
| ListInOutBound | Both in-bound/out-bound |
| In-bound only | |
| Out-bound only | |
| ListSubcontractedNAExplain | Subcontracted |
| Not Subcontracted | |
| Not Applicable | |
| Not Subcontracted - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListAvailabilityOfService | Included in Your Basic Package |
| Available for an Additional Cost | |
| ListCoreAddServ | Core Service |
| Additional Service | |
| ListFrequentlySys | Weekly |
| Bi-Weekly | |
| Monthly | |
| Bi-Monthly | |
| Quarterly | |
| Other | |
| ListFrequentlyRptProd | Daily |
| Weekly | |
| Monthly | |
| Quarterly | |
| Other | |
| ListSTDLTDWCServices | Internal Staff |
| Subsidiary | |
| Contracted Providers | |
| ListMedClarif | Phone |
| Fax | |
| Other | |
| ListBenPymt | Directly to insured/patient |
| Assigned to a family member or provider | |
| Both - Directly and Assigned | |
| ListCMInEx | Performed internally |
| External vendor used | |
| ListCommExper | Community rated/pooled |
| Experience-rated | |
| ListFullPartial | Full |
| Partial | |
| ListMandatory | Voluntary |
| Mandatory | |
| Not Applicable | |
| ListYesExempt | Yes |
| No | |
| No - Exempt b/c Fully-Insured | |
| No - See "Explanation" | |
| N/A | |
| ListOffWksheet | Officer Worksheet Completed and Faxed |
| Officer Worksheet Not Completed | |
| ListProvideNa | Provided |
| Not Provided | |
| N/A | |
| Not Provided - See "Explanation |
OldListbox
| ListWilling | Willing |
| Not Willing | |
| Not Applicable | |
| Not Willing - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListModel | PPO |
| DHMO | |
| See "Explanation" | |
| ListYesNo | Yes |
| No | |
| Not Applicable | |
| No - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListYNNoExplain | Yes |
| No | |
| No - See "Explanation" | |
| ListAgree | Agree |
| Do Not Agree | |
| Not Applicable | |
| Do Not Agree - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListRCInfo | HIAA |
| MDR | |
| Internally Developed | |
| Other | |
| See "Explanation" | |
| ListAttached | Attached |
| Not Attached | |
| Not Applicable | |
| Not Attached - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListRated | Rated |
| Not Rated | |
| See "Explanation" | |
| ListCompleted | Completed |
| Not Completed | |
| Not Applicable | |
| Not Completed - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" | |
| ListGeo | Zip code dispersion |
| Center of zip code | |
| Geo-coding (employee zip code address) | |
| ListProvided | Provided |
| Not Provided | |
| Not Applicable | |
| Not Provided - See "Explanation" | |
| Not Applicable - See "Explanation" | |
| See "Explanation" |
Introduction
| To Consultant: This RFP is only a template. You must review the content of this RFP and customize it for your clients. All the Dark Red font color wording must be reviewed and modified to customize this RFP for your client. To help you locate these texts, we placed [ ] around them. This way you can locate the Dark Red text by searching for [ . After you customize the RFP, and BEFORE you create the Vendor Copy, you must change the Dark Red font color to match the rest of the document's text font color. You must hide all the rows that are comments or with information/questions that do not apply to your client. | ||||
| Request for Dental Proposal (RFP) for Commodity Futures Trading Commission | ||||
| Commodity Futures Trading Commission hereinafter referred to as CFTC | ||||
| Background and Administrative Information | ||||
| Introduction | ||||
| Commodity Futures Trading Commission (CFTC) is soliciting proposals from qualified dental carriers to provide a program for their active employees effective no later than January 3, 2021. | ||||
| The following dental carriers have been invited to submit responses to this RFP: [Dental Carrier 1, Dental Carrier 2, etc.] | ||||
| Company Description | ||||
| See the Statement of Work. | ||||
| More information may be obtained by accessing the agency's web site at www.CFTC.gov. | ||||
| Benefit/Health Care Strategy | ||||
| [Describe benefit/health care strategy] | ||||
| [Address the classes/groups of employees and/or retirees/dependents that will be covered under the dental program; provide aggregate enrollment/eligibility figures in the chart below] | ||||
| Classes/Groups | Eligible Employees | Enrolled Lives | ||
| [insert name of class/group] | [xx,xxx] | [xx,xxx] | ||
| [insert name of class/group] | [xx,xxx] | [xx,xxx] | ||
| [insert name of class/group] | [xx,xxx] | [xx,xxx] | ||
| Total | 0 | 0 | ||
| [The objectives of the dental program are: ] | ||||
| Aon's Role/Compensation | ||||
| The Client has retained Aon Consulting to prepare these specifications, analyze all proposals, and make recommendations to The Client for this Dental plan marketing. The specific payment of Aon's fees may be made through [commissions and/or fee-for-service] arrangements. The following addresses our compensation arrangement with The Client for each line of coverage included in this marketing and whether your quote should [(1) include commissions, or (2) be made net of commissions.] | ||||
| [Aon Consulting, Inc. is the broker of record for The Client and receives compensation for all or a part of our services through commissions. Therefore, include [commission description]. | ||||
| [The Client does not pay a commission to a broker or agent for the administration of the [net commission description] coverage(s). Therefore, please quote rates net of commissions for the [net commission description] plan(s).] | ||||
| [Address any other issues relating to Aon compensation here]. | ||||
| Timeline and Due Dates | ||||
| Please note the timeline and due dates may be subject to change. CFTC will notify proposed bidders of any updates to the timeline as soon as possible. | ||||
| Event | Due Date | |||
| Release of Dental RFP | Friday, May 15, 2015 | |||
| Vendor Questions Regarding RFP | Friday, May 22, 2015 | |||
| Responses to Vendor Questions Posted | Friday, May 29, 2015 | |||
| Submission of RFP Responses | Monday, June 15, 2015 | |||
| Best and Final Offers | Saturday, August 15, 2015 | |||
| Contract Award Date | Wednesday, September 30, 2015 | |||
| Implementation | Thursday, October 01, 2015 | |||
| Open Enrollment | November - December 2015 | |||
| Effective Date | Sunday, January 10, 2016 | |||
| Current Plan Information | ||||
| A detailed description of CFTC's current plan design can be found in the "Plan Design - Current" worksheet. CFTC offers 1 fully-insured PPO dental plan currently insured by MetLife. CFTC is looking to enhance current maximum reimbursements for Classes I-III and Orthodontia. The proposed changes can be found in the "Plan Design - Proposed" worksheet. | ||||
| CFTC pays the full cost of dental coverage for all eligible employees. | ||||
| All employees eligible to enroll in the Federal Employees Health Benefits (FEHB) Program, employees on temporary appointments who will be working a schedule of less than six months per year, and intermittent employees who are expected to work 130 hours per month or more for at least 90 days, are eligible for dental benefits. Eligible dependents: spouses, including domestic partners of CFTC employees and same-sex spouses, and children up to age 26; and unmarried children age 26 and older who are mentally or physically incapable of earning their own living (if FEHB expands the definitions of eligible dependents beyond these limits during the contract period, the Plan shall likewise expand its coverage). Retirees are not eligible for the Plan and will remain ineligible, despite being covered under FEHB. | ||||
| Enrollment, rates changes and paid claims are included in the "Enroll_Claims" worksheet. The dental plan is fully-insured. | ||||
| [Second paragraph on enrollment, rates and claims] | ||||
| Financial | ||||
| Use the following assumptions in preparing your quote: | ||||
| Rate Assumptions: Referring to the census data provided (see "Census" worksheet), determine eligibility and participation assumptions for each program being quoted. Using these assumptions, develop rate quotes for the covered employee population. | ||||
| Plan Design Assumptions: Please base your quotations on the proposed plan design also contained in the "Plan Design-Proposed" worksheet and explain any proposed plan changes in general. Use the "Explanation" spreadsheet if you need additional space. | ||||
| [Contribution Assumptions: Explain employee/employer contributions here] | ||||
| [Eligibility Assumptions: Dental coverage is offered to (insert the group and dependents that this program will be offered to and explain eligibility).] | ||||
| Rate Guarantees: Bill to add | ||||
| Network Access | ||||
| Please prepare a “Geo-Access” report using the parameters in the table below. Note that it is important that you follow the exact parameters. The report should show provider availability for General/Family Dentists (GFD’s) and specialists as indicated Please also provide information on those zip codes where the access standard is not met. See the "Census" worksheet for census information. Your report should note the 5-digit zip code, city name and county. Label Attachment: Geo Access Report. | ||||
| Type of Dentist | Number of Dentists | Miles from Residence | ||
| General/Family Dentist | 2 | 8 | ||
| Specialist Dentists | 2 | 8 | ||
| [Endodontists] | ||||
| [Oral Surgeons] | ||||
| [Periodontists] | ||||
| [Prosthodontists] | ||||
| [Orthodontists] | ||||
| [Other Dentists] | ||||
| Proposal Objectives | ||||
| CFTC wants to accomplish at least the following objectives with the new dental program: | ||||
| * Minimize the cost and rate of future rate increases | ||||
| * Establish performance targets to assess and monitor Vendor's performance | ||||
| * Develop a business partnership with Vendor predicated on continuous quality improvement | ||||
| * Offer dental PPO networks for the vast majority of employees [and retirees]. | ||||
| Selection Criteria | ||||
| The Client is committed to offering health care programs which promote cost-effective and patient-oriented care. Listed below are the primary selection criteria that will enter into The Client's decision-making process: | ||||
| * Program costs | ||||
| * Reimbursement discounts | ||||
| * Performance guarantees | ||||
| * Access to dental providers of choice | ||||
| * Quality assurance | ||||
| * Claims processing | ||||
| * Reporting | ||||
| * Claims administration system | ||||
| * Member service support | ||||
| * Account management staff | ||||
| * Program implementation | ||||
| * Partnership | ||||
| Proposal Process | ||||
| This is a confidential marketing effort. No data or details of this RFP are to be shared with outside parties. The RFP questions and spreadsheets should be treated as confidential business documents and may not be shared with outside parties without the prior written approval of Aon Consulting. | ||||
| CFTC and Aon Consulting reserve the right to: | ||||
| * Reject any or all proposals tendered | ||||
| * Negotiate exclusively with one or more vendors of choice | ||||
| * Terminate or modify the process at any time | ||||
| We want this to be an interactive process. We will make every reasonable effort to provide you with sufficient data for your responses. You are invited to ask questions during the proposal process and to seek additional information, if needed. | ||||
| Please do not contact any employee of CFTC about this RFP or the Dental program selection process. | ||||
| All questions regarding this proposal should be directed to: | ||||
| Consultant's Name | ||||
| Consultant's Title | ||||
| Aon Consulting | Aon Consulting | |||
| Address | ||||
| Address (Optional) | ||||
| City, State, Zip | ||||
| Phone Number | ||||
| Cell Number | ||||
| Fax Number | ||||
| E-mail Address | ||||
| OR | ||||
| Consultant's Name | ||||
| Consultant's Title | ||||
| Aon Consulting | Aon Consulting | |||
| Address | ||||
| Address (Optional) | ||||
| City, State, Zip | ||||
| Phone Number | ||||
| Cell Number | ||||
| Fax Number | ||||
| E-mail Address | ||||
| Timetable/Deadlines | ||||
| The following timetable is expected to apply during this marketing effort: | ||||
| Event | Target Date | |||
| RFP mailed to selected vendors | 5/1/10 | |||
| Receive confirmation to bid | 5/15/10 | |||
| Deadline for RFP responses | 6/1/10 | |||
| Notification of finalists | 7/1/10 | |||
| Finalist Interviews/Site Visits | mid-July | |||
| Selection of Vendor | 9/1/10 | |||
| Plan Effective Date | 1/1/11 | |||
| Finalists selected at the end of the vendor analysis may be asked to participate in vendor interviews at CFTC's offices or at the finalist's facility. Please keep the week of July 12, 2010 open for interviews. | ||||
| Proposal Format | ||||
| Your completed proposal will consist of 3 parts, all of which must be received in a single electronic submission by the deadline indicated in the RFP to be considered for this marketing. Below is an overview of what each of these three parts is intended to address. | ||||
| Part 1: Questionnaire File: The Questionnaire and a sheet to provide Explanations are contained in this Excel file. You are expected to respond to the Questionnaire by entering your responses in this file. The majority of the questions in the Questionnaire have been structured to elicit declarative responses through the use of drop down boxes. | ||||
| To record your response: | ||||
| * Click on the response cell in the Response column; | ||||
| * Click on the down arrow which appears directly to the right of the cell; | ||||
| * Click on the response that best describes your answer. | ||||
| To enter your responses where a numeric, percent or ratio value is indicated as the answer format, simply enter the value in the corresponding response cell. | ||||
| Next to each response cell, additional space is available for a brief text explanation. However, if the length of the explanation is greater than 400 characters, you must go to the "Explanation" worksheet to provide your detailed explanation. All explanations must be numbered to correspond to the questions to which they pertain and should be brief. | ||||
| If you have any difficulty entering data in the appropriate cells, please contact [Consultant's Name] at [xxx-xxx-xxxx]. | ||||
| Part 2: Data and Response worksheets: Worksheets to enter the requested information are contained within the companion Excel file. Generally, the types of information that you will be entering into this file are your plan design deviations, provider reimbursement data, etc., if requested. You are expected to provide the requested information by completing this workbook. In addition, this file may also contain reference information (rate history, enrollment data, etc.) that will assist you in putting together your quote. | ||||
| Part 3: Electronic File Attachments: Any attachments that you are being asked to provide about your organization must also be submitted electronically. An explanation of each attachment that you are required to provide appears in the Questionnaire; please be sure to follow the naming conventions that are provided for each attachment. | ||||
| In order to help you organize your proposal and ensure that it is complete, please review the following list to ensure that you have provided each required item. | ||||
| Part 1. Questionnaire File: | ||||
| Worksheets | Name of Worksheet | |||
| Questionnaire (RFP) | Questionnaire | |||
| Explanations, if necessary | Explanation | |||
| Part 2. Data and Response Files: | ||||
| Worksheets | Name of Worksheet | |||
| MemTot | MemTot | |||
| Current Plan Design | Plan Design - Current | |||
| Proposed Plan Design | Plan Design - Proposed | |||
| Network Access | GeoAccess | |||
| Performance Metrics | Performance Metrics | |||
| Provider Network Disruption Report | Provider List | |||
| Reimbursement (Primary Network) | Reimbursement - Best Discount | |||
| Reimbursement (Secondary Network, if applicable) | Reimbursement - Lesser Discount | |||
| Reimbursement (Out-of-Network) | Reimbursement - No Discount | |||
| Census Information | Census | |||
| Plan Measures | Plan Measures | Hide, do not need for this RFP | ||
| Enrollment, Claims and Rate History | Enroll_Claims | |||
| Hold Harmless Language | Hold Harmless | |||
| Officer Certification | Officer | |||
| Account Manager Biography | Bio | |||
| Implementation Plan | Implement | |||
| Account Management Plan | Acct Manage | |||
| Part 3. Electronic File Attachments | ||||
| Attachments | ||||
| Most Recent Audited Financial Statement | ||||
| Annual Report | ||||
| Geo Access Report | ||||
| Provider Directories | ||||
| Marketing Materials | ||||
| Sample Enrollment Materials | ||||
| Sample Employer Contract | ||||
| Management Reporting Package | ||||
| Implementation Schedule | ||||
| Charge Level Chart | ||||
| Client Termination List | ||||
| Submission Format | ||||
| As noted in the preceding Proposal Format section, your completed proposal must be submitted electronically, in a single submission. You are requested to submit your proposal [on CD to the address noted above OR a zipped file sent to the email address noted above]. | ||||
| [In addition, please provide xx hard copies of the three parts set forth above comprising your completed proposal.] | ||||
| Proposal Requirements | ||||
| Vendor Errors/Omissions | ||||
| Neither CFTC will be responsible for errors or omissions made in your proposal. You will be permitted to submit only one proposal. You may not revise or withdraw a submitted proposal after the applicable deadline. After submission, revisions to your original submission will not be allowed, except as requested by CFTC. Therefore, please take care to make your bid sound and competitive. | ||||
| Cost of Submitting Proposal | ||||
| All costs associated with your proposal, including preparation and presentation, will be borne by your organization and not CFTC. | ||||
| Basis of Cost Proposal | ||||
| Your proposal should be based on your estimated cost of all expenses for the services and funding arrangements requested. | ||||
| Confidentiality | ||||
| All information contained in this RFP is confidential and may not be used for any other purposes than preparation of your proposal. | ||||
| Officer Certification | ||||
| All vendors participating in this RFP will be required to have a company officer attest to compliance with RFP specifications and the accuracy of all responses provided. Instructions are given in the "Officer" worksheet for the completion of this sign-off. | ||||
| Completeness | ||||
| We ask that your proposal be complete and that it comply with all aspects of these specifications. Any missing information could disqualify your proposal. Unless you note to the contrary, we will assume that your proposal conforms to our specifications in every way. | ||||
| Termination Clause | ||||
| The Client reserves the right to terminate its contract at any time, provided such notification is given 30 days in advance. |
&L&"Arial,Italic"&8&A&C&8Page &P&R&"Arial,Italic"&8CFTC Solicitation #CFHRB-15-SO-0132
Questionnaire
| Request for Dental Proposal (RFP) for CFTC | |||||||||
| Questionnaire | |||||||||
| To Vendor: Use Column Q to provide a brief explanation. However if the length of the explanation is greater than 400 characters, you must use the "Explanation" worksheet to provide your detail explanation. | |||||||||
| Dental RFP 2021 | List/Expected Response | Answer Format | Field Name | Format Type | Response | Explanation | |||
| I. | PLAN IDENTIFICATION/CONTACTS | Answer Format | Format Type | Response | Explanation | ||||
| 1. | Organization Name | Text | text | respOrgName | Text | ||||
| 2. | Street Address | Text | text | respAddress | Text | ||||
| 3. | City | Text | text | respCity | Text | ||||
| 4. | State | Text | text | respState | Text | ||||
| 5. | Zip | Text | text | respZip | Text | ||||
| 6. | Web Address | Text | text | respWebAddress | Text | ||||
| Contacts | Answer Format | Format Type | Response | Explanation | |||||
| Please indicate the contact who can answer questions related to this RFP. | |||||||||
| 7. | Primary Contact | ||||||||
| a. | Name | Text | text | respPrContNa | Text | ||||
| b. | Title | Text | text | respPrTitle | Text | ||||
| c. | Address | Text | text | respPrStreet | Text | ||||
| d. | City | Text | text | respPrCity | Text | ||||
| e. | State | Text | text | respPrState | Text | ||||
| f. | Zip | Text | text | respPrZip | Text | ||||
| g. | Phone Number | Text | text | respPrPhone | Text | ||||
| h. | Fax Number | Text | text | respPrFax | Text | ||||
| i. | E-mail Address | Text | text | respPrEmail | Text | ||||
| 8. | Secondary Contact | ||||||||
| a. | Name | Text | text | respScContNa | Text | ||||
| b. | Title | Text | text | respScTitle | Text | ||||
| c. | Address | Text | text | respScStreet | Text | ||||
| d. | City | Text | text | respScCity | Text | ||||
| e. | State | Text | text | respScState | Text | ||||
| f. | Zip | Text | text | respScZip | Text | ||||
| g. | Phone Number | Text | text | respScPhone | Text | ||||
| h. | Fax Number | Text | text | respScFax | Text | ||||
| i. | E-mail Address | Text | text | respScEmail | Text | ||||
| I. | REFERENCES | List/Expected Response | Answer Format | Field Names | Format Type | Response | Explanation | ||
| 1. | Please provide three of your current employer client references of similar size to CFTC. | ||||||||
| a. | Reference #1 | ||||||||
| Company Name | Text | text | respReference1a | Text | |||||
| Contact Person | Text | text | respReference1b | Text | |||||
| Title | Text | text | respReference1c | Text | |||||
| Phone Number | Text | text | respReference1d | Text | |||||
| Fax Number | Text | text | respReference1e | Text | |||||
| E-mail Address | Text | text | respReference1f | Text | |||||
| Network Name | Text | text | respReference1g | Text | |||||
| Network Plan Members Enrolled | Numeric | number, 0 | respReference1h | Number,0 | |||||
| b. | Reference #2 | ||||||||
| Company Name | Text | text | respReference2a | Text | |||||
| Contact Person | Text | text | respReference2b | Text | |||||
| Title | Text | text | respReference2c | Text | |||||
| Phone Number | Text | text | respReference2d | Text | |||||
| Fax Number | Text | text | respReference2e | Text | |||||
| E-mail Address | Text | text | respReference2f | Text | |||||
| Network Name | Text | text | respReference2g | Text | |||||
| Network Plan Members Enrolled | Numeric | number, 0 | respReference2h | Number,0 | |||||
| c. | Reference #3 | ||||||||
| Company Name | Text | text | respReference3a | Text | |||||
| Contact Person | Text | text | respReference3b | Text | |||||
| Title | Text | text | respReference3c | Text | |||||
| Phone Number | Text | text | respReference3d | Text | |||||
| Fax Number | Text | text | respReference3e | Text | |||||
| E-mail Address | Text | text | respReference3f | Text | |||||
| Network Name | Text | text | respReference3g | Text | |||||
| Network Plan Members Enrolled | Numeric | number, 0 | respReference3h | Number,0 | |||||
| 2. | Please provide three of your terminated employer client references of similar size and to CFTC | ||||||||
| a. | Reference #1 | ||||||||
| Company Name | Text | text | respTerminate1a | Text | |||||
| Contact Person | Text | text | respTerminate1b | Text | |||||
| Title | Text | text | respTerminate1c | Text | |||||
| Phone Number | Text | text | respTerminate1d | Text | |||||
| Fax Number | Text | text | respTerminate1e | Text | |||||
| E-mail Address | Text | text | respTerminate1f | Text | |||||
| Network Name | Text | text | respTerminate1g | Text | |||||
| Network Plan Members Enrolled | Numeric | number, 0 | respTerminate1h | Number,0 | |||||
| Program Termination Date | text | respTerminate1g | Text | ||||||
| b. | Reference #2 | ||||||||
| Company Name | Text | text | respTerminate2a | Text | |||||
| Contact Person | Text | text | respTerminate2b | Text | |||||
| Title | Text | text | respTerminate2c | Text | |||||
| Phone Number | Text | text | respTerminate2d | Text | |||||
| Fax Number | Text | text | respTerminate2e | Text | |||||
| E-mail Address | Text | text | respTerminate2f | Text | |||||
| Network Name | Text | text | respTerminate2g | Text | |||||
| Network Plan Members Enrolled | Numeric | number, 0 | respTerminate2h | Number,0 | |||||
| Program Termination Date | text | respTerminate1g | Text | ||||||
| c. | Reference #3 | ||||||||
| Company Name | Text | text | respTerminate3a | Text | |||||
| Contact Person | Text | text | respTerminate3b | Text | |||||
| Title | Text | text | respTerminate3c | Text | |||||
| Phone Number | Text | text | respTerminate3d | Text | |||||
| Fax Number | Text | text | respTerminate3e | Text | |||||
| E-mail Address | Text | text | respTerminate3f | Text | |||||
| Network Name | Text | text | respTerminate3g | Text | |||||
| Network Plan Members Enrolled | Numeric | number, 0 | respTerminate3h | Number,0 | |||||
| Program Termination Date | text | respTerminate1g | Text | ||||||
| II. | SPECIFICATIONS | Answer Format | Format Type | Response | Explanation | ||||
| 1. | [Guaranteed Rate/Fee: All rates/fees for 24 months from the plan's effective date.] | Listbox: Willing; Not Willing | drop down box | respGuarRateFee | Listbox, ListWillingNAExplain | ||||
| 1. | Audit Rights: It will be the right of CFTC or its representative(s) to audit claims at any time. | Listbox: Willing; Not Willing | drop down box | respAudRights | Listbox, ListWillingNAExplain | ||||
| 2. | CFTC Logo: CFTC may wish to have its logo appear on various printed materials. The designated vendor must agree to this at no additional cost and must ensure that logo placement and color requirements are met. | Listbox: Willing; Not Willing | drop down box | respCompanyLogo | Listbox, ListWillingNAExplain | ||||
| 3. | Vendor can meet COB requirements. | Listbox: Willing; Not Willing | drop down box | respVenCOBReq | Listbox, ListWillingNAExplain | ||||
| a. | If an employee is covered through an alternative health care program (e.g., TRICARE), please confirm that the CFTC plan would be primary. | drop down box | respVenCOBReq | Listbox, ListWillingNAExplain | |||||
| 4. | Vendor can administer eligibility requirements. | Listbox: Willing; Not Willing | drop down box | respVenAdminEligReq | Listbox, ListWillingNAExplain | ||||
| 6. | Aon Consulting Compensation [State basis or commissions]. | Text | text | respAonComp | Text | ||||
| III. | GENERAL PLAN INFORMATION | Answer Format | Format Type | Response | Explanation | ||||
| 1. | Model Type | Listbox: PPO; DHMO | drop down box | respModelType | Listbox, ListModelDent | ||||
| 2. | Year network organized | Year | # of years | respYearOrg | Number, 0 | ||||
| 3. | Network ownership/controlling interest | Text | text | respNetOwnConInt | Text | ||||
| Do you have a minimum participation requirement? | Listbox: Yes; No | drop down box | respMinPartReq | Listbox, ListYNNAExplain | |||||
| If yes, please indicate the smallest number of members that you would accept. | Number, 0 | number, 0 | respSmNumMem | Number, 0 | |||||
| 4. | In the worksheet "MemTot," provide the total number of PPO members for the specified network locations noted in the worksheet. | ||||||||
| 5. | DHMO membership totals: | Number, 0 | number, 0 | respDHMOMemTot | Number, 0 | ||||
| 5. | Total network PPO membership as of 1/1/2020 | Number, 0 | number, 0 | respPPOMemTot1 | Number, 0 | ||||
| 6. | Total network PPO membership as of 1/1/2019 | Number, 0 | number, 0 | respPPOMemTot2 | Number, 0 | ||||
| 7. | Total network PPO membership as of 1/1/2018 | Number, 0 | number, 0 | respPPOMemTot3 | Number, 0 | ||||
| IV. | PLAN DESIGN AND FINANCIAL INFORMATION | Answer Format | Format Type | Response | Explanation | ||||
| 1. | A detailed description of CFTC's current plan design can be found in the "Plan Design-Current" worksheet. Additional information is included in the attached SPD. CFTC is considering plan design changes and can be found in the "Plan Design - Proposed" worksheet. Please base your quotations on the proposed plan design in the worksheets "Plan Design - Current" and "Plan Design - Proposed". Please note any deviations in your plan design from the proposed plan design in the "Plan Design" worksheet, using the column marked "Deviations." | ListCompletedNAExplain: Completed; Not Completed; Not Applicable; Not Completed - See "Explanation" Worksheet; Not Applicable - See "Explanation" Worksheet; See "Explanation" Worksheet | drop down box | respPlanDesign | Listbox,ListCompletedNAExplain | ||||
| Provide any recommended benefit enhancements and cost impact as a result of each proposed enhancement | text | respNetOwnConInt | Text | ||||||
| 2. | Please complete the lives assumptions by self and family in the table below. | ||||||||
| a. | PPO Active Enrollment Assumptions | ||||||||
| Self | Number, 0 | number, 0 | respPPOEnrollInd | Number, 0 | |||||
| Family | Number, 0 | number, 0 | respPPOEnrollHusWife | Number, 0 | |||||
| [Tier 3] | Number, 0 | number, 0 | respPPOEnrollFam | Number, 0 | |||||
| [Tier 4] | Number, 0 | number, 0 | respPPOTier4 | Number, 0 | |||||
| [Tier 5] | Number, 0 | number, 0 | respPPOTier5 | Number, 0 | |||||
| [Tier 6] | Number, 0 | number, 0 | respPPOTier6 | Number, 0 | |||||
| b. | DHMO Active Enrollment Assumptions Family Status/Class | ||||||||
| [Tier 1] | Number, 0 | number, 0 | respDHMOEnrollInd | Number, 0 | |||||
| [Tier 2] | Number, 0 | number, 0 | respDHMOEnrollHusWife | Number, 0 | |||||
| [Tier 3] | Number, 0 | number, 0 | respDHMOEnrollFam | Number, 0 | |||||
| [Tier 4] | Number, 0 | number, 0 | respDHMOTier4 | Number, 0 | |||||
| [Tier 5] | Number, 0 | number, 0 | respDHMOTier5 | Number, 0 | |||||
| [Tier 6] | Number, 0 | number, 0 | respDHMOTier6 | Number, 0 | |||||
| Financial Information For Self-Insured Program | Answer Format | Format Type | Response | Explanation | |||||
| 3. | All quotes must be good for +/-15% enrollment fluctuations for each 12 month period. | ||||||||
| a. | Fees Per Employee Per Month | ||||||||
| [MM/YYYY-MM/YYYY] Immature | |||||||||
| Claims Administration | Dollar, 2 | dollar, 2 | respClmAdminImm | Dollar, 2 | |||||
| General Overhead | Dollar, 2 | dollar, 2 | respGenOverImm | Dollar, 2 | |||||
| Network Access Fees | Dollar, 2 | dollar, 2 | respNetAccFeeImm | Dollar, 2 | |||||
| Utilization Review Fees | Dollar, 2 | dollar, 2 | respUtilRevFeeImm | Dollar, 2 | |||||
| Other Fees (please describe) | Dollar, 2 | dollar, 2 | respOthFeeImm | Dollar, 2 | |||||
| [MM/YYYY-MM/YYYY] Mature | |||||||||
| Claims Administration | Dollar, 2 | dollar, 2 | respClmAdminMat | Dollar, 2 | |||||
| General Overhead | Dollar, 2 | dollar, 2 | respGenOverMat | Dollar, 2 | |||||
| Network Access Fees | Dollar, 2 | dollar, 2 | respNetAccFeeMat | Dollar, 2 | |||||
| Utilization Review Fees | Dollar, 2 | dollar, 2 | respUtilRevFeeMat | Dollar, 2 | |||||
| Other Fees (please describe) | Dollar, 2 | dollar, 2 | respOthFeeMat | Dollar, 2 | |||||
| b. | Claims Assumptions | ||||||||
| Immature | |||||||||
| Expected Paid Claims (per employee per month) | Dollar, 2 | dollar, 2 | respExpPaidClmImm | Dollar, 2 | |||||
| Mature | |||||||||
| Expected Paid Claims (per employee per month) | Dollar, 2 | dollar, 2 | respExpPaidClmMat | Dollar, 2 | |||||
| c. | Total Monthly Cost | ||||||||
| Immature | |||||||||
| Fees per month | Dollar, 2 | dollar, 2 | respFeePerMonImm | Dollar, 2 | |||||
| Claims per month | Dollar, 2 | dollar, 2 | respClmPerMonImm | Dollar, 2 | |||||
| Total per month | Dollar, 2 | dollar, 2 | respTotPerMonImm | Dollar, 2 | |||||
| Mature | |||||||||
| Fees per month | Dollar, 2 | dollar, 2 | respFeePerMonMat | Dollar, 2 | |||||
| Claims per month | Dollar, 2 | dollar, 2 | respClmPerMonMat | Dollar, 2 | |||||
| Total per month | Dollar, 2 | dollar, 2 | respTotPerMonMat | Dollar, 2 | |||||
| 4. | What will be the maximum % increase in fees for the first year renewal? | Percentage, 1 | percentage, 1 | respMaxPerIn1 | Percent, 1 | ||||
| 5. | What will be the maximum % increase in fees for the second year renewal? | Percentage, 2 | percentage, 2 | respMaxPerIn2 | Percent, 2 | ||||
| 6. | Indicate if the following items are included in your retention charges. If there is an additional charge, indicate the charge and the basis for the charge. | ||||||||
| a. | Pure Insurance or Reinsurance | Listbox: Yes; No | drop down box | respPureInsur1 | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge1 | Dollar, 2 | |||||
| b. | 800 Telephone Links (installation and usage) | Listbox: Yes; No | drop down box | resp800TeleLinks1 | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge2 | Dollar, 2 | |||||
| c. | Reporting | Listbox: Yes; No | drop down box | respReporting1 | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge3 | Dollar, 2 | |||||
| d. | Large Case Management | Listbox: Yes; No | drop down box | respLgCaseMgmt | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge4 | Dollar, 2 | |||||
| e. | Capitation Charges | Listbox: Yes; No | drop down box | respCapCharge1 | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge5 | Dollar, 2 | |||||
| Financial Information For Fully-Insured Program Proposed Premiums | Answer Format | Format Type | Response | Explanation | |||||
| 3. | Provide first year rates below: | ||||||||
| a. | Self | Dollar, 2 | dollar, 2 | resp1stYrRateTier1 | Dollar, 2 | ||||
| b. | Family | Dollar, 2 | dollar, 2 | resp1stYrRateTier2 | Dollar, 2 | ||||
| c. | [Tier 3] | Dollar, 2 | dollar, 2 | resp1stYrRateTier3 | Dollar, 2 | ||||
| d. | [Tier 4] | Dollar, 2 | dollar, 2 | resp1stYrRateTier4 | Dollar, 2 | ||||
| e. | [Tier 5] | Dollar, 2 | dollar, 2 | resp1stYrRateTier5 | Dollar, 2 | ||||
| f. | [Tier 6] | Dollar, 2 | dollar, 2 | resp1stYrRateTier6 | Dollar, 2 | ||||
| 8. | [Provide second year maximum rate increase.] | Percentage, 2 | percentage, 2 | resp2ndYrMaxRateIncrease | Percent, 2 | ||||
| 4. | [Provide second year rates below:] | ||||||||
| a. | Self | Dollar, 2 | dollar, 2 | resp2ndYrRateTier1 | Dollar, 2 | ||||
| b. | Family | Dollar, 2 | dollar, 2 | resp2ndYrRateTier2 | Dollar, 2 | ||||
| c. | [Tier 3] | Dollar, 2 | dollar, 2 | resp2ndYrRateTier3 | Dollar, 2 | ||||
| d. | [Tier 4] | Dollar, 2 | dollar, 2 | resp2ndYrRateTier4 | Dollar, 2 | ||||
| e. | [Tier 5] | Dollar, 2 | dollar, 2 | resp2ndYrRateTier5 | Dollar, 2 | ||||
| f. | [Tier 6] | Dollar, 2 | dollar, 2 | resp2ndYrRateTier6 | Dollar, 2 | ||||
| Retention Charges | Answer Format | Format Type | Response | Explanation | |||||
| 2. | Indicate if the following items are included in your retention charges. If there is an additional charge, indicate the charge and the basis for the charge. | ||||||||
| a. | Network Access Fee | Listbox: Yes; No | drop down box | respNetAccFee | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge6 | Dollar, 2 | |||||
| b. | Administrative Overhead | Listbox: Yes; No | drop down box | respAdminOverhead | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge7 | Dollar, 2 | |||||
| c. | Claims Processing Fee | Listbox: Yes; No | drop down box | respClmProcessFee | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge8 | Dollar, 2 | |||||
| d. | Utilization Review | Listbox: Yes; No | drop down box | respUtilReview | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge9 | Dollar, 2 | |||||
| e. | 800 Telephone Links (installation and usage) | Listbox: Yes; No | drop down box | resp800TeleLinks2 | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge10 | Dollar, 2 | |||||
| f. | Reporting | Listbox: Yes; No | drop down box | respReporting2 | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge11 | Dollar, 2 | |||||
| g. | ACA Fees | Listbox: Yes; No | drop down box | respCapCharge2 | Listbox, ListYNNAExplain | ||||
| Additional Charge | Dollar, 2 | dollar, 2 | respAddCharge12 | Dollar, 2 | |||||
| General Financial Information | Answer Format | Format Type | Response | Explanation | |||||
| 3. | Please confirm that your proposal is issued in accordance with the specifications/assumptions stated in this Request for Proposal. If there are deviations, please identify them clearly. If you need more space, please use the "Explanation" column and/or worksheet. Indicate the question answered. | Text | text | respSpecAssump | Text | ||||
| 4. | Provide your company's most recent rating or filing (identify date) from each of the following: | ||||||||
| a. | A.M. Best | Listbox: Rated; Not Rated | drop down box | respAMBest | Listbox, ListRated | ||||
| Rating | Text | text | respAMBestRating | Text | |||||
| Date | Month Day, Year | Month Day, Year | respAMBestDate | Date | |||||
| b. | Moody's | Listbox: Rated; Not Rated | drop down box | respMoody | Listbox, ListRated | ||||
| Rating | Text | text | respMoodyRating | Text | |||||
| Date | Month Day, Year | Month Day, Year | respMoodyDate | Date | |||||
| c. | Standard & Poor's | Listbox: Rated; Not Rated | drop down box | respStandPoors | Listbox, ListRated | ||||
| Rating | Text | text | respStandPoorsRating | Text | |||||
| Date | Month Day, Year | Month Day, Year | respStandPoorsDate | Date | |||||
| d. | Fitch | Listbox: Rated; Not Rated | drop down box | respFitch | Listbox, ListRated | ||||
| Rating | Text | text | respFitchRating | Text | |||||
| Date | Month Day, Year | Month Day, Year | respFitchDate | Date | |||||
| 5. | If your rating has changed within the past 12 months for any of the rating agencies, discuss changes. If you need more space, please use the "Explanation" column and/or worksheet. Indicate the question answered. | Text | text | respRatingExplain | Text | ||||
| 6. | Provide a copy of your most recently audited financial statement. Name the file: [Your Organization's Name]_Most Recent Audited Financial Statement. | Listbox: Attached; Not Attached | drop down box | respAttAudFinStmt | Listbox, ListAttachedNAExplain | ||||
| 7. | Please provide a copy of your company's most recent annual report. Name the file: [Your Organization's Name]_Annual Report. | Listbox: Attached; Not Attached | drop down box | respAttAnnRprt | Listbox, ListAttachedNAExplain | ||||
| 16. | [For self-funded plans: do you require use of a specific bank?] | Listbox: Yes; No | text | respSelfFundPlan | Listbox, ListYNNAExplain | ||||
| a. | [If yes, indicate bank name. If you need more space, please use the "Explanation" column and/or worksheet. Indicate the question answered.] | Text | text | respBankName | Text | ||||
| 9. | Claim amount paid will be the negotiated amount. In other words, services will pay actual negotiated amount; none of the savings will be retained by your organization or shared with any other organization. | Listbox: Agree; Disagree | drop down box | respNegotAmt | Listbox, ListAgreeNAExplain | ||||
| 18. | Do you have a minimum participation requirement? | Listbox: Yes; No | drop down box | respMinPartReq | Listbox, ListYNNAExplain | ||||
| a. | If yes, please indicate the smallest number of members that you would accept. | Number, 0 | number, 0 | respSmNumMem | Number, 0 | ||||
| V. | PPO NETWORK INFORMATION | Answer Format | Format Type | Response | Explanation | ||||
| 1. | Provide the Geo-Access report requested in the Introduction worksheet. Your report should note the 5-digit zip code, city name and county. Name the file: [Your Organization's Name]_Geo Access Report. | Listbox: Attached; Not Attached | drop down box | respAttGeoAccRpt | Listbox, ListAttachedNAExplain | ||||
| 2. | Please note the geo-mapping method used: | Listbox: Zip code dispersion; Center of zip code; Geo-coding (employee zip code address) | drop down box | respGeoMapping | Listbox, ListGeo | ||||
| 3. | Number of general/family dentists (GFDs) in network | ||||||||
| a. | DC Suburbs, MD | Number, 0 | number, 0 | respGFDNetA | Number, 0 | ||||
| b. | Northern, VA | Number, 0 | number, 0 | respGFDNetB | Number, 0 | ||||
| c. | Washington, DC | Number, 0 | number, 0 | respGFDNetC | Number, 0 | ||||
| d. | Chicago, IL | Number, 0 | number, 0 | respGFDNetD | Number, 0 | ||||
| e. | New York City, NY | Number, 0 | number, 0 | respGFDNetE | Number, 0 | ||||
| f. | Kansas City, MO | Number, 0 | number, 0 | respGFDNetE | Number, 0 | ||||
| 4. | Number of GFDs practicing in the market. | ||||||||
| a. | DC Suburbs, MD | Number, 0 | number, 0 | respGFDPracMktA | Number, 0 | ||||
| b. | Northern, VA | Number, 0 | number, 0 | respGFDPracMktB | Number, 0 | ||||
| c. | Washington, DC | Number, 0 | number, 0 | respGFDPracMktC | Number, 0 | ||||
| d. | Chicago, IL | Number, 0 | number, 0 | respGFDPracMktD | Number, 0 | ||||
| e. | New York City, NY | Number, 0 | number, 0 | respGFDPracMktE | Number, 0 | ||||
| f. | Kansas City, MO | Number, 0 | number, 0 | respGFDNetE | Number, 0 | ||||
| 5. | Number of GFDs accepting new patients. | ||||||||
| a. | DC Suburbs, MD | Number, 0 | number, 0 | respGFDAccNewPatA | Number, 0 | ||||
| b. | Northern, VA | Number, 0 | number, 0 | respGFDAccNewPatB | Number, 0 | ||||
| c. | Washington, DC | Number, 0 | number, 0 | respGFDAccNewPatC | Number, 0 | ||||
| d. | Chicago, IL | Number, 0 | number, 0 | respGFDAccNewPatD | Number, 0 | ||||
| e. | New York City, NY | Number, 0 | number, 0 | respGFDAccNewPatE | Number, 0 | ||||
| f. | Kansas City, MO | Number, 0 | number, 0 | respGFDNetE | Number, 0 | ||||
| 6. | Average number of members per general/family dentist | ||||||||
| a. | DC Suburbs, MD | Number, 0 | number, 0 | respGFDAvgMemA | Number, 0 | ||||
| b. | Northern, VA | Number, 0 | number, 0 | respGFDAvgMemB | Number, 0 | ||||
| c. | Washington, DC | Number, 0 | number, 0 | respGFDAvgMemC | Number, 0 | ||||
| d. | Chicago, IL | Number, 0 | number, 0 | respGFDAvgMemD | Number, 0 | ||||
| e. | New York City, NY | Number, 0 | number, 0 | respGFDAvgMemE | Number, 0 | ||||
| f. | Kansas City, MO | Number, 0 | number, 0 | respGFDNetE | Number, 0 | ||||
| 7. | Length of GFD contract | ||||||||
| a. | DC Suburbs, MD | Text | text | respGFDLengContA | Text | ||||
| b. | Northern, VA | Text | text | respGFDLengContB | Text | ||||
| c. | Washington, DC | Text | text | respGFDLengContC | Text | ||||
| d. | Chicago, IL | Text | text | respGFDLengContD | Text | ||||
| e. | New York City, NY | Text | text | respGFDLengContE | Text | ||||
| f. | Kansas City, MO | Text | text | respGFDLengContE | Text | ||||
| 3. | Number of GFDs who left the network during 2019 (due to both voluntary and involuntary reasons): | ||||||||
| a. | DC Suburbs, MD | Number, 0 | number, 0 | respGFDNumLeftNetA | Number, 0 | ||||
| b. | Northern, VA | Number, 0 | number, 0 | respGFDNumLeftNetB | Number, 0 | ||||
| c. | Washington, DC | Number, 0 | number, 0 | respGFDNumLeftNetC | Number, 0 | ||||
| d. | Chicago, IL | Number, 0 | number, 0 | respGFDNumLeftNetD | Number, 0 | ||||
| e. | New York City, NY | Number, 0 | number, 0 | respGFDNumLeftNetE | Number, 0 | ||||
| f. | Kansas City, MO | Number, 0 | number, 0 | respGFDNetE | Number, 0 | ||||
| 4. | Reimbursement - Percent of GFDs' services paid by: | ||||||||
| a. | DC Suburbs, MD | ||||||||
| Capitation | Percentage, 1 | percentage, 1 | respGFDReimACap | Percent, 1 | |||||
| Fee Schedule | Percentage, 1 | percentage, 1 | respGFDReimAFeeSched | Percent, 1 | |||||
| Discounted fees | Percentage, 1 | percentage, 1 | respGFDReimADisFees | Percent, 1 | |||||
| Incentive programs (bonus, withholds) | Percentage, 1 | percentage, 1 | respGFDReimAIncProg | Percent, 1 | |||||
| b. | Northern, VA | ||||||||
| Capitation | Percentage, 1 | percentage, 1 | respGFDReimBCap | Percent, 1 | |||||
| Fee Schedule | Percentage, 1 | percentage, 1 | respGFDReimBFeeSched | Percent, 1 | |||||
| Discounted fees | Percentage, 1 | percentage, 1 | respGFDReimBDisFees | Percent, 1 | |||||
| Incentive programs (bonus, withholds) | Percentage, 1 | percentage, 1 | respGFDReimBIncProg | Percent, 1 | |||||
| c. | Washington, DC | ||||||||
| Capitation | Percentage, 1 | percentage, 1 | respGFDReimCCap | Percent, 1 | |||||
| Fee Schedule | Percentage, 1 | percentage, 1 | respGFDReimCFeeSched | Percent, 1 | |||||
| Discounted fees | Percentage, 1 | percentage, 1 | respGFDReimCDisFees | Percent, 1 |
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