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.

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Other files for this federal contract opportunity

Other files attached to Supplemental Dental Benefits, newest first.
File Type Posted
9523ZY-20-R-0001 - Solicitation - Final.pdf PDF
Attachment B - NDA - Final.pdf PDF
Attachment C_Past Performance - Final.pdf PDF

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Instruct

General1.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]
Questionnaire1.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
Worksheets1.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

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hard copy
email
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supplement
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N/A
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ListYesNoNAYes
No
N/A
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No
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Ohio
Oklahoma
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Not Applicable - See "Explanation"
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Not Included
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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
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5:30 PM
6:00 PM
6:30 PM
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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
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60 days
90 days
120 days
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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.
ListCompNotComp2Completed - information requested provided
Not completed - no recent or planned activities
Not completed - information available, but not provided
ListClaimsRetentionClaims
Retention
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May pay more than as mandated for some/all of the states - See "Explanation"
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Interest is credited - See "Explanation"
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Not Willing
Not Applicable
Not Willing - See "Explanation"
Not Applicable - See "Explanation"
See "Explanation"
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DHMO
See "Explanation"
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No
Not Applicable
No - See "Explanation"
Not Applicable - See "Explanation"
See "Explanation"
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No - See "Explanation"
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Do Not Agree
Not Applicable
Do Not Agree - See "Explanation"
Not Applicable - See "Explanation"
See "Explanation"
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See "Explanation"
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Not Applicable - See "Explanation"
See "Explanation"
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Not Applicable - See "Explanation"
See "Explanation"
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Not Applicable - See "Explanation"
See "Explanation"
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See "Explanation"
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Yes - See "Explanation"
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Leased
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PPO
Either HMO or PPO
Other - See Below
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POS
HMO/EPO, PPO, POS
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ListSubcontractServChanged in Last 12 Mo's
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ListConfirmedConfirmed
Not Confirmed
Not Applicable
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Group Specific (Adjusted) Community Rating
Community Rating by Class
Community Rating by Age
Experience Rated/Non-Div Eligible (Prospectively-rated)
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Attached - See "Explanation"
Not Attached - See "Explanation"
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No
No - See "Explanation"
N/A
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No
Not Applicable - No Website
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< 4 Leased Networks - See Data Below
> 4 Leased Networks - See "Explanation"
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> 2 Service Centers - See "Explanation"
ListNCQADMProgAccredPatient & Practitioner Accreditation
Patient-Oriented Accreditation
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ListNCQADMProgCertProgram Design Certification
Systems Certification
Contact Certification
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Other - See "Explanation"
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Certification In Process
Certification Not Requested
Certification Denied
Other - See "Explanation"
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Conditional Accreditation
Provisional Accreditation
Accreditation Not Requested
Accreditation Denied
Accreditation In-Process
Accreditation Voluntarily Withdrawn
Corrective Action
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Other - See "Explanation"
ListMinSizeDMProg< 1,000
1,000
2,000
5,000
10,000
Other - See "Explanation"
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Weekly
Monthly
Quarterly
Annually
Other - See "Explanation"
ListStandReportFreqPer Occurrence
Weekly
Monthly
Quarterly
Annually
ListPropFeeLenTime18 months
24 months
36 months
48 months
Other - See "Explanation"
ListMinLeadTime1 month
2 months
3 months
4 months
6 months
Other - See "Explanation"
ListPropRequirementAccept
Refuse
See Modified Language
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Tape
On-Line File Transfer
Paper
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Other - See "Explanation"
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Available for an Additional Cost
Neither Included in the Basic Package Nor for an Additional Cost
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Not Subcontracted
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Not Subcontracted - See "Explanation"
Not Applicable - See "Explanation"
See "Explanation"
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Available for an Additional Cost
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Mandatory
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No - Exempt b/c Fully-Insured
No - See "Explanation"
N/A
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Not Provided
N/A
Not Provided - See "Explanation

OldListbox

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Not Willing
Not Applicable
Not Willing - See "Explanation"
Not Applicable - See "Explanation"
See "Explanation"
ListModelPPO
DHMO
See "Explanation"
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No
Not Applicable
No - See "Explanation"
Not Applicable - See "Explanation"
See "Explanation"
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No - See "Explanation"
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Do Not Agree
Not Applicable
Do Not Agree - See "Explanation"
Not Applicable - See "Explanation"
See "Explanation"
ListRCInfoHIAA
MDR
Internally Developed
Other
See "Explanation"
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Not Attached
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Not Applicable - See "Explanation"
See "Explanation"
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Not Rated
See "Explanation"
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Not Completed
Not Applicable
Not Completed - See "Explanation"
Not Applicable - See "Explanation"
See "Explanation"
ListGeoZip code dispersion
Center of zip code
Geo-coding (employee zip code address)
ListProvidedProvided
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/GroupsEligible EmployeesEnrolled 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]
Total00
[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.
EventDue Date
Release of Dental RFPFriday, May 15, 2015
Vendor Questions Regarding RFPFriday, May 22, 2015
Responses to Vendor Questions PostedFriday, May 29, 2015
Submission of RFP ResponsesMonday, June 15, 2015
Best and Final OffersSaturday, August 15, 2015
Contract Award DateWednesday, September 30, 2015
ImplementationThursday, October 01, 2015
Open EnrollmentNovember - December 2015
Effective DateSunday, 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 DentistNumber of DentistsMiles from Residence
General/Family Dentist28
Specialist Dentists28
[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 ConsultingAon Consulting
Address
Address (Optional)
City, State, Zip
Phone Number
Cell Number
Fax Number
E-mail Address
OR
Consultant's Name
Consultant's Title
Aon ConsultingAon 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:
EventTarget Date
RFP mailed to selected vendors5/1/10
Receive confirmation to bid5/15/10
Deadline for RFP responses6/1/10
Notification of finalists7/1/10
Finalist Interviews/Site Visitsmid-July
Selection of Vendor9/1/10
Plan Effective Date1/1/11
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:
WorksheetsName of Worksheet
Questionnaire (RFP)Questionnaire
Explanations, if necessaryExplanation
Part 2. Data and Response Files:
WorksheetsName of Worksheet
MemTotMemTot
Current Plan DesignPlan Design - Current
Proposed Plan DesignPlan Design - Proposed
Network AccessGeoAccess
Performance MetricsPerformance Metrics
Provider Network Disruption ReportProvider List
Reimbursement (Primary Network)Reimbursement - Best Discount
Reimbursement (Secondary Network, if applicable)Reimbursement - Lesser Discount
Reimbursement (Out-of-Network)Reimbursement - No Discount
Census InformationCensus
Plan MeasuresPlan MeasuresHide, do not need for this RFP
Enrollment, Claims and Rate HistoryEnroll_Claims
Hold Harmless LanguageHold Harmless
Officer CertificationOfficer
Account Manager BiographyBio
Implementation PlanImplement
Account Management PlanAcct 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 2021List/Expected ResponseAnswer FormatField NameFormat TypeResponseExplanation
I.PLAN IDENTIFICATION/CONTACTSAnswer FormatFormat TypeResponseExplanation
1.Organization NameTexttextrespOrgNameText
2.Street AddressTexttextrespAddressText
3.CityTexttextrespCityText
4.StateTexttextrespStateText
5.ZipTexttextrespZipText
6.Web AddressTexttextrespWebAddressText
ContactsAnswer FormatFormat TypeResponseExplanation
Please indicate the contact who can answer questions related to this RFP.
7.Primary Contact
a.NameTexttextrespPrContNaText
b.TitleTexttextrespPrTitleText
c.AddressTexttextrespPrStreetText
d.CityTexttextrespPrCityText
e.StateTexttextrespPrStateText
f.ZipTexttextrespPrZipText
g.Phone NumberTexttextrespPrPhoneText
h.Fax NumberTexttextrespPrFaxText
i.E-mail AddressTexttextrespPrEmailText
8.Secondary Contact
a.NameTexttextrespScContNaText
b.TitleTexttextrespScTitleText
c.AddressTexttextrespScStreetText
d.CityTexttextrespScCityText
e.StateTexttextrespScStateText
f.ZipTexttextrespScZipText
g.Phone NumberTexttextrespScPhoneText
h.Fax NumberTexttextrespScFaxText
i.E-mail AddressTexttextrespScEmailText
I.REFERENCESList/Expected ResponseAnswer FormatField NamesFormat TypeResponseExplanation
1.Please provide three of your current employer client references of similar size to CFTC.
a.Reference #1
Company NameTexttextrespReference1aText
Contact PersonTexttextrespReference1bText
TitleTexttextrespReference1cText
Phone NumberTexttextrespReference1dText
Fax NumberTexttextrespReference1eText
E-mail AddressTexttextrespReference1fText
Network NameTexttextrespReference1gText
Network Plan Members EnrolledNumericnumber, 0respReference1hNumber,0
b.Reference #2
Company NameTexttextrespReference2aText
Contact PersonTexttextrespReference2bText
TitleTexttextrespReference2cText
Phone NumberTexttextrespReference2dText
Fax NumberTexttextrespReference2eText
E-mail AddressTexttextrespReference2fText
Network NameTexttextrespReference2gText
Network Plan Members EnrolledNumericnumber, 0respReference2hNumber,0
c.Reference #3
Company NameTexttextrespReference3aText
Contact PersonTexttextrespReference3bText
TitleTexttextrespReference3cText
Phone NumberTexttextrespReference3dText
Fax NumberTexttextrespReference3eText
E-mail AddressTexttextrespReference3fText
Network NameTexttextrespReference3gText
Network Plan Members EnrolledNumericnumber, 0respReference3hNumber,0
2.Please provide three of your terminated employer client references of similar size and to CFTC
a.Reference #1
Company NameTexttextrespTerminate1aText
Contact PersonTexttextrespTerminate1bText
TitleTexttextrespTerminate1cText
Phone NumberTexttextrespTerminate1dText
Fax NumberTexttextrespTerminate1eText
E-mail AddressTexttextrespTerminate1fText
Network NameTexttextrespTerminate1gText
Network Plan Members EnrolledNumericnumber, 0respTerminate1hNumber,0
Program Termination DatetextrespTerminate1gText
b.Reference #2
Company NameTexttextrespTerminate2aText
Contact PersonTexttextrespTerminate2bText
TitleTexttextrespTerminate2cText
Phone NumberTexttextrespTerminate2dText
Fax NumberTexttextrespTerminate2eText
E-mail AddressTexttextrespTerminate2fText
Network NameTexttextrespTerminate2gText
Network Plan Members EnrolledNumericnumber, 0respTerminate2hNumber,0
Program Termination DatetextrespTerminate1gText
c.Reference #3
Company NameTexttextrespTerminate3aText
Contact PersonTexttextrespTerminate3bText
TitleTexttextrespTerminate3cText
Phone NumberTexttextrespTerminate3dText
Fax NumberTexttextrespTerminate3eText
E-mail AddressTexttextrespTerminate3fText
Network NameTexttextrespTerminate3gText
Network Plan Members EnrolledNumericnumber, 0respTerminate3hNumber,0
Program Termination DatetextrespTerminate1gText
II.SPECIFICATIONSAnswer FormatFormat TypeResponseExplanation
1.[Guaranteed Rate/Fee: All rates/fees for 24 months from the plan's effective date.]Listbox: Willing; Not Willingdrop down boxrespGuarRateFeeListbox, ListWillingNAExplain
1.Audit Rights: It will be the right of CFTC or its representative(s) to audit claims at any time.Listbox: Willing; Not Willingdrop down boxrespAudRightsListbox, 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 Willingdrop down boxrespCompanyLogoListbox, ListWillingNAExplain
3.Vendor can meet COB requirements.Listbox: Willing; Not Willingdrop down boxrespVenCOBReqListbox, 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 boxrespVenCOBReqListbox, ListWillingNAExplain
4.Vendor can administer eligibility requirements.Listbox: Willing; Not Willingdrop down boxrespVenAdminEligReqListbox, ListWillingNAExplain
6.Aon Consulting Compensation [State basis or commissions].TexttextrespAonCompText
III.GENERAL PLAN INFORMATIONAnswer FormatFormat TypeResponseExplanation
1.Model TypeListbox: PPO; DHMOdrop down boxrespModelTypeListbox, ListModelDent
2.Year network organizedYear# of yearsrespYearOrgNumber, 0
3.Network ownership/controlling interestTexttextrespNetOwnConIntText
Do you have a minimum participation requirement?Listbox: Yes; Nodrop down boxrespMinPartReqListbox, ListYNNAExplain
If yes, please indicate the smallest number of members that you would accept.Number, 0number, 0respSmNumMemNumber, 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, 0number, 0respDHMOMemTotNumber, 0
5.Total network PPO membership as of 1/1/2020Number, 0number, 0respPPOMemTot1Number, 0
6.Total network PPO membership as of 1/1/2019Number, 0number, 0respPPOMemTot2Number, 0
7.Total network PPO membership as of 1/1/2018Number, 0number, 0respPPOMemTot3Number, 0
IV.PLAN DESIGN AND FINANCIAL INFORMATIONAnswer FormatFormat TypeResponseExplanation
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" Worksheetdrop down boxrespPlanDesignListbox,ListCompletedNAExplain
Provide any recommended benefit enhancements and cost impact as a result of each proposed enhancementtextrespNetOwnConIntText
2.Please complete the lives assumptions by self and family in the table below.
a.PPO Active Enrollment Assumptions
SelfNumber, 0number, 0respPPOEnrollIndNumber, 0
FamilyNumber, 0number, 0respPPOEnrollHusWifeNumber, 0
[Tier 3]Number, 0number, 0respPPOEnrollFamNumber, 0
[Tier 4]Number, 0number, 0respPPOTier4Number, 0
[Tier 5]Number, 0number, 0respPPOTier5Number, 0
[Tier 6]Number, 0number, 0respPPOTier6Number, 0
b.DHMO Active Enrollment Assumptions Family Status/Class
[Tier 1]Number, 0number, 0respDHMOEnrollIndNumber, 0
[Tier 2]Number, 0number, 0respDHMOEnrollHusWifeNumber, 0
[Tier 3]Number, 0number, 0respDHMOEnrollFamNumber, 0
[Tier 4]Number, 0number, 0respDHMOTier4Number, 0
[Tier 5]Number, 0number, 0respDHMOTier5Number, 0
[Tier 6]Number, 0number, 0respDHMOTier6Number, 0
Financial Information For Self-Insured ProgramAnswer FormatFormat TypeResponseExplanation
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 AdministrationDollar, 2dollar, 2respClmAdminImmDollar, 2
General OverheadDollar, 2dollar, 2respGenOverImmDollar, 2
Network Access FeesDollar, 2dollar, 2respNetAccFeeImmDollar, 2
Utilization Review FeesDollar, 2dollar, 2respUtilRevFeeImmDollar, 2
Other Fees (please describe)Dollar, 2dollar, 2respOthFeeImmDollar, 2
[MM/YYYY-MM/YYYY] Mature
Claims AdministrationDollar, 2dollar, 2respClmAdminMatDollar, 2
General OverheadDollar, 2dollar, 2respGenOverMatDollar, 2
Network Access FeesDollar, 2dollar, 2respNetAccFeeMatDollar, 2
Utilization Review FeesDollar, 2dollar, 2respUtilRevFeeMatDollar, 2
Other Fees (please describe)Dollar, 2dollar, 2respOthFeeMatDollar, 2
b.Claims Assumptions
Immature
Expected Paid Claims (per employee per month)Dollar, 2dollar, 2respExpPaidClmImmDollar, 2
Mature
Expected Paid Claims (per employee per month)Dollar, 2dollar, 2respExpPaidClmMatDollar, 2
c.Total Monthly Cost
Immature
Fees per monthDollar, 2dollar, 2respFeePerMonImmDollar, 2
Claims per monthDollar, 2dollar, 2respClmPerMonImmDollar, 2
Total per monthDollar, 2dollar, 2respTotPerMonImmDollar, 2
Mature
Fees per monthDollar, 2dollar, 2respFeePerMonMatDollar, 2
Claims per monthDollar, 2dollar, 2respClmPerMonMatDollar, 2
Total per monthDollar, 2dollar, 2respTotPerMonMatDollar, 2
4.What will be the maximum % increase in fees for the first year renewal?Percentage, 1percentage, 1respMaxPerIn1Percent, 1
5.What will be the maximum % increase in fees for the second year renewal?Percentage, 2percentage, 2respMaxPerIn2Percent, 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 ReinsuranceListbox: Yes; Nodrop down boxrespPureInsur1Listbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge1Dollar, 2
b.800 Telephone Links (installation and usage)Listbox: Yes; Nodrop down boxresp800TeleLinks1Listbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge2Dollar, 2
c.ReportingListbox: Yes; Nodrop down boxrespReporting1Listbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge3Dollar, 2
d.Large Case ManagementListbox: Yes; Nodrop down boxrespLgCaseMgmtListbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge4Dollar, 2
e.Capitation ChargesListbox: Yes; Nodrop down boxrespCapCharge1Listbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge5Dollar, 2
Financial Information For Fully-Insured Program Proposed PremiumsAnswer FormatFormat TypeResponseExplanation
3.Provide first year rates below:
a.SelfDollar, 2dollar, 2resp1stYrRateTier1Dollar, 2
b.FamilyDollar, 2dollar, 2resp1stYrRateTier2Dollar, 2
c.[Tier 3]Dollar, 2dollar, 2resp1stYrRateTier3Dollar, 2
d.[Tier 4]Dollar, 2dollar, 2resp1stYrRateTier4Dollar, 2
e.[Tier 5]Dollar, 2dollar, 2resp1stYrRateTier5Dollar, 2
f.[Tier 6]Dollar, 2dollar, 2resp1stYrRateTier6Dollar, 2
8.[Provide second year maximum rate increase.]Percentage, 2percentage, 2resp2ndYrMaxRateIncreasePercent, 2
4.[Provide second year rates below:]
a.SelfDollar, 2dollar, 2resp2ndYrRateTier1Dollar, 2
b.FamilyDollar, 2dollar, 2resp2ndYrRateTier2Dollar, 2
c.[Tier 3]Dollar, 2dollar, 2resp2ndYrRateTier3Dollar, 2
d.[Tier 4]Dollar, 2dollar, 2resp2ndYrRateTier4Dollar, 2
e.[Tier 5]Dollar, 2dollar, 2resp2ndYrRateTier5Dollar, 2
f.[Tier 6]Dollar, 2dollar, 2resp2ndYrRateTier6Dollar, 2
Retention ChargesAnswer FormatFormat TypeResponseExplanation
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 FeeListbox: Yes; Nodrop down boxrespNetAccFeeListbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge6Dollar, 2
b.Administrative OverheadListbox: Yes; Nodrop down boxrespAdminOverheadListbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge7Dollar, 2
c.Claims Processing FeeListbox: Yes; Nodrop down boxrespClmProcessFeeListbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge8Dollar, 2
d.Utilization ReviewListbox: Yes; Nodrop down boxrespUtilReviewListbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge9Dollar, 2
e.800 Telephone Links (installation and usage)Listbox: Yes; Nodrop down boxresp800TeleLinks2Listbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge10Dollar, 2
f.ReportingListbox: Yes; Nodrop down boxrespReporting2Listbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge11Dollar, 2
g.ACA FeesListbox: Yes; Nodrop down boxrespCapCharge2Listbox, ListYNNAExplain
Additional ChargeDollar, 2dollar, 2respAddCharge12Dollar, 2
General Financial InformationAnswer FormatFormat TypeResponseExplanation
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.TexttextrespSpecAssumpText
4.Provide your company's most recent rating or filing (identify date) from each of the following:
a.A.M. BestListbox: Rated; Not Rateddrop down boxrespAMBestListbox, ListRated
RatingTexttextrespAMBestRatingText
DateMonth Day, YearMonth Day, YearrespAMBestDateDate
b.Moody'sListbox: Rated; Not Rateddrop down boxrespMoodyListbox, ListRated
RatingTexttextrespMoodyRatingText
DateMonth Day, YearMonth Day, YearrespMoodyDateDate
c.Standard & Poor'sListbox: Rated; Not Rateddrop down boxrespStandPoorsListbox, ListRated
RatingTexttextrespStandPoorsRatingText
DateMonth Day, YearMonth Day, YearrespStandPoorsDateDate
d.FitchListbox: Rated; Not Rateddrop down boxrespFitchListbox, ListRated
RatingTexttextrespFitchRatingText
DateMonth Day, YearMonth Day, YearrespFitchDateDate
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.TexttextrespRatingExplainText
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 Attacheddrop down boxrespAttAudFinStmtListbox, 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 Attacheddrop down boxrespAttAnnRprtListbox, ListAttachedNAExplain
16.[For self-funded plans: do you require use of a specific bank?]Listbox: Yes; NotextrespSelfFundPlanListbox, ListYNNAExplain
a.[If yes, indicate bank name. If you need more space, please use the "Explanation" column and/or worksheet. Indicate the question answered.]TexttextrespBankNameText
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; Disagreedrop down boxrespNegotAmtListbox, ListAgreeNAExplain
18.Do you have a minimum participation requirement?Listbox: Yes; Nodrop down boxrespMinPartReqListbox, ListYNNAExplain
a.If yes, please indicate the smallest number of members that you would accept.Number, 0number, 0respSmNumMemNumber, 0
V.PPO NETWORK INFORMATIONAnswer FormatFormat TypeResponseExplanation
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 Attacheddrop down boxrespAttGeoAccRptListbox, 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 boxrespGeoMappingListbox, ListGeo
3.Number of general/family dentists (GFDs) in network
a.DC Suburbs, MDNumber, 0number, 0respGFDNetANumber, 0
b.Northern, VANumber, 0number, 0respGFDNetBNumber, 0
c.Washington, DCNumber, 0number, 0respGFDNetCNumber, 0
d.Chicago, ILNumber, 0number, 0respGFDNetDNumber, 0
e.New York City, NYNumber, 0number, 0respGFDNetENumber, 0
f.Kansas City, MONumber, 0number, 0respGFDNetENumber, 0
4.Number of GFDs practicing in the market.
a.DC Suburbs, MDNumber, 0number, 0respGFDPracMktANumber, 0
b.Northern, VANumber, 0number, 0respGFDPracMktBNumber, 0
c.Washington, DCNumber, 0number, 0respGFDPracMktCNumber, 0
d.Chicago, ILNumber, 0number, 0respGFDPracMktDNumber, 0
e.New York City, NYNumber, 0number, 0respGFDPracMktENumber, 0
f.Kansas City, MONumber, 0number, 0respGFDNetENumber, 0
5.Number of GFDs accepting new patients.
a.DC Suburbs, MDNumber, 0number, 0respGFDAccNewPatANumber, 0
b.Northern, VANumber, 0number, 0respGFDAccNewPatBNumber, 0
c.Washington, DCNumber, 0number, 0respGFDAccNewPatCNumber, 0
d.Chicago, ILNumber, 0number, 0respGFDAccNewPatDNumber, 0
e.New York City, NYNumber, 0number, 0respGFDAccNewPatENumber, 0
f.Kansas City, MONumber, 0number, 0respGFDNetENumber, 0
6.Average number of members per general/family dentist
a.DC Suburbs, MDNumber, 0number, 0respGFDAvgMemANumber, 0
b.Northern, VANumber, 0number, 0respGFDAvgMemBNumber, 0
c.Washington, DCNumber, 0number, 0respGFDAvgMemCNumber, 0
d.Chicago, ILNumber, 0number, 0respGFDAvgMemDNumber, 0
e.New York City, NYNumber, 0number, 0respGFDAvgMemENumber, 0
f.Kansas City, MONumber, 0number, 0respGFDNetENumber, 0
7.Length of GFD contract
a.DC Suburbs, MDTexttextrespGFDLengContAText
b.Northern, VATexttextrespGFDLengContBText
c.Washington, DCTexttextrespGFDLengContCText
d.Chicago, ILTexttextrespGFDLengContDText
e.New York City, NYTexttextrespGFDLengContEText
f.Kansas City, MOTexttextrespGFDLengContEText
3.Number of GFDs who left the network during 2019 (due to both voluntary and involuntary reasons):
a.DC Suburbs, MDNumber, 0number, 0respGFDNumLeftNetANumber, 0
b.Northern, VANumber, 0number, 0respGFDNumLeftNetBNumber, 0
c.Washington, DCNumber, 0number, 0respGFDNumLeftNetCNumber, 0
d.Chicago, ILNumber, 0number, 0respGFDNumLeftNetDNumber, 0
e.New York City, NYNumber, 0number, 0respGFDNumLeftNetENumber, 0
f.Kansas City, MONumber, 0number, 0respGFDNetENumber, 0
4.Reimbursement - Percent of GFDs' services paid by:
a.DC Suburbs, MD
CapitationPercentage, 1percentage, 1respGFDReimACapPercent, 1
Fee SchedulePercentage, 1percentage, 1respGFDReimAFeeSchedPercent, 1
Discounted feesPercentage, 1percentage, 1respGFDReimADisFeesPercent, 1
Incentive programs (bonus, withholds)Percentage, 1percentage, 1respGFDReimAIncProgPercent, 1
b.Northern, VA
CapitationPercentage, 1percentage, 1respGFDReimBCapPercent, 1
Fee SchedulePercentage, 1percentage, 1respGFDReimBFeeSchedPercent, 1
Discounted feesPercentage, 1percentage, 1respGFDReimBDisFeesPercent, 1
Incentive programs (bonus, withholds)Percentage, 1percentage, 1respGFDReimBIncProgPercent, 1
c.Washington, DC
CapitationPercentage, 1percentage, 1respGFDReimCCapPercent, 1
Fee SchedulePercentage, 1percentage, 1respGFDReimCFeeSchedPercent, 1
Discounted feesPercentage, 1percentage, 1respGFDReimCDisFeesPercent, 1

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