Attachment_5_-_Technical_Response_Questionnaire.xlsx

XLSX spreadsheet 14 KB Posted Mar 5, 2018

Attached to: Short Term and Long Term Disability Insurance Federal contract opportunity
Solicitation number: 9531CB18R0001
Issued by: Consumer Financial Protection Bureau

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Attachment 5

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Other files attached to Short Term and Long Term Disability Insurance, newest first.
File	Type	Posted
9531CB18R0001_RFP_-_Amendment_0003.pdf	PDF	Mar 28, 2018
Attachment_8_-_Questions_and_Answers.pdf	PDF	Mar 28, 2018
9531CB18R0001_Amendment_0002.pdf	PDF	Mar 22, 2018
9531CB18R0001_Amendment_0001.pdf	PDF	Mar 16, 2018
Attachment_4_-_Short_Term_Disability_Plan_Certificate.pdf	PDF	Mar 5, 2018
Attachment_3_-_Long_Term_Disability_Plan_Certificate.pdf	PDF	Mar 5, 2018
9531CB18R0001_RFP.pdf	PDF	Mar 5, 2018

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Attachment 5 Attachment 5 - Questionnaire

No. Category Question Yes/No Response or additional information ("Yes" Responses Required at a minimum for Technical Acceptability Determination) Explanations- If further information is requested in the Question or if you conclude further explanation is required in order to demonstrate that your proposal meets any of the minimum technical acceptability requirements, provide your further explanation here. For further guidance, see Evaluation Factor 1 (Technical Capability) and Section Two, 3.0 of the RFP.

1	Plan Design	Confirm that your company agrees to duplicate all current benefits/provisions (or, under the limited circumstances under which equivalent benefits are authorized, provide at a minimum such equivalent benefits) as required in the RFP at Section Two, 2.0 and Attachments 3 and 4.
2	Administrative and Enrollment Services	Confirm your firm will provide certificates in an electronic format.
3	Administrative and Enrollment Services	Confirm that all PDF deliverables are to be dynamic and Section 508 conformant.
4a	Administrative and Enrollment Services	Confirm that you verify eligibility for benefits.
4b	Administrative and Enrollment Services	If you require an eligibility file to verify enrollment, confirm that you will contact CFPB to verify eligibility.
5	Administrative and Enrollment Services	Confirm that CFPB will be notified of initial and ongoing claim status changes (i.e., from pending to approved/denied) via e-mail.
6	Administrative and Enrollment Services	Confirm that notification will include initial duration.
7	Administrative and Enrollment Services	Confirm you will provide a secure electronic link that CFPB benefits administrators can access to view the processing status of employees’ STD and LTD claims.
8	Administrative and Enrollment Services	Confirm that your company will provide a monthly premium bill to CFPB using the Invoice Processing Platform (IPP) (https://www.ipp.gov)
9	Administrative and Enrollment Services	Confirm that you will proactively alert CFPB benefit staff vis e-mail of late or missing premium payments. What is the time frame for contact following a missed due date?
10	Administrative and Enrollment Services	Please fill in details below of the person who will be assigned as the primary account manager in the Explanation Box provided.
10a	Administrative and Enrollment Services	Name of Account Manager/Vendor Point of Contact (VPOC)
10b	Administrative and Enrollment Services	Title
10c	Administrative and Enrollment Services	Office Location (city, state)
10d	Administrative and Enrollment Services	Confirm that the assigned account manager/VPOC has at least 5 years of experience in the insurance industry and can provide the services outlined in Section 12.2. of the RFP. Provide a brief description of their training, education and experience in the explanation box to document.
11	Administrative and Enrollment Services	Confirm that your plan will be sitused in Washington, DC (i.e., be subject to Washington, DC insurance regulation.
12	Claims Processing, Customer Service and Reporting	Confirm that STD and LTD claims can be submitted telephonically. If you have additional capabilities (such as online submission of claims), elaborate in the 'Explanations' column.
13	Claims Processing, Customer Service and Reporting	Confirm that your company's goal is to gather clinical data from medical providers within one week of claim notification
15	Claims Processing, Customer Service and Reporting	Confirm that your company processes at least 82.5% of STD claims in at least 10 business days. If your firm can exceed this performance standard, please elaborate further in the 'Explanation' text box.
16	Claims Processing, Customer Service and Reporting	Confirm that your company processes at least 90% of LTD decisions by the benefit start date. If your firm can exceed this performance standard, please elaborate further in the 'Explanation' text box.
17	Claims Processing, Customer Service and Reporting	Confirm that claims are triaged based on the severity of diagnosis at the point of claim intake.
18	Claims Processing, Customer Service and Reporting	Confirm that in most cases, job descriptions, physical demands/functional requirements are required for adjudication of claims.
19	Claims Processing, Customer Service and Reporting	Confirm that disability duration guidelines are used in the disability determination process. If yes, explain the source of the disability duration guidelines.
20	Claims Processing, Customer Service and Reporting	Confirm that STD claims are reviewed for ongoing eligibily at least once every 30 days.
22	Claims Processing, Customer Service and Reporting	Confirm that mental health claims are managed by a designated mental health professional. If yes, describe in the explanation section the credentials of the team and indicate if resources are in-house or contracted.
23	Claims Processing, Customer Service and Reporting	Confirm that the claims processors that will be assigned to CFPB's disability plans have at least three years of disability claims processing experience. Provide a brief description of the assigned claims processors' training, education and experience in the explanation box.
24	Claims Processing, Customer Service and Reporting	Confirm that Return to Work (RTW) servics/specialty staff are part of the STD team. If yes, describe in the explanation section under what circumstances they are utilized and the frequency of use.
25	Claims Processing, Customer Service and Reporting	Confirm that follow-up contact is focused on medical/functional improvement and opportunities, as well as estimated date for return to work.
26	Claims Processing, Customer Service and Reporting	Confirm that your firm provides ongoing monitoring of employees who have returned to work with restriction until released for full duty.
29	Claims Processing, Customer Service and Reporting	Confirm that your firm identifies potential Social Security disability candidtaes and assists with the approval process, including the initial application reconsideration, and appeal.
30	Claims Processing, Customer Service and Reporting	Confirm that you will provide the requested reports and information outlined in Section 2, B n), o) and p) in an electronic or on-line format. If yes, include in the explanation the types of reports available and the frequency of updates.
31	Claims Processing, Customer Service and Reporting	Confirm adhoc reports are able to be created by CFPB from your website.
32	Claims Processing, Customer Service and Reporting	Confirm that plan participants can view status information online (e.g., application, claim approval status, payment history). If yes, list the types of information available online to plan participants.
33	Claims Processing, Customer Service and Reporting	Confirm that you customer service hours are at least 8 AM to 8 PM ET Monday through Friday. If yes, additionally address in explanation box: Do you offer customer service hours beyond what was requested? Do you offer a message devise for after hours?
34	Claims Processing, Customer Service and Reporting	Confirm your customer service functionality includes e-mail and chat.
35	Claims Processing, Customer Service and Reporting	Confirm that your plan has the ability to (and will, as needed) withhold pre- and post-tax deductions from employee’s check and report deductions back to CFPB.
36	Claims Processing, Customer Service and Reporting	Confirm that your plan will provide Federal and state withholding and remittance to various government entities, to include issuance of annual W-2 forms.
37	Claims Processing, Customer Service and Reporting	Confirm that you will review claims for fraud.
38	Claims Processing, Customer Service and Reporting	Confirm that you will provide a toll-free telephone service that has the capability to place calls on hold and queue during peak calling hours; and that you will provide adequate staffing so that all calls are answered on average in 30 seconds.
39	Claims Processing, Customer Service and Reporting	Confirm that you will provide legal defense on disputed claims or to determine eligible beneficiaries when there is an ambiguity

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