Addendum_#2_-_HRA_RFP-Evaluation_Criteria_and_Scoring.pdf
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- Solicitation number
- 017-202406-MC
- Issued by
- Orange County, San Diego City, California
About this file
The document is an Evaluation Criteria and Scoring sheet for the County of Orange's Health Reimbursement Arrangement (HRA) Program Request for Proposal (RFP) for Comprehensive Administrative and Investment Services. The RFP evaluates potential contractors across seven key areas: organizational qualifications, participant communications and customer service, claims administration, plan administrative services, investment services and trust administration, implementation/transition, and cybersecurity. The evaluation process includes three scoring components: a written proposal worth 400 points (with weightings ranging from 10-20% across categories), an oral presentation/interview worth 300 points (with similar category weightings), and a cost evaluation worth 300 points.
The cost evaluation will be based on the overall value of services, including recordkeeping, administration, individual and group meetings, and communications. Contractors will be assessed on their ability to maintain existing investment options, provide flexibility for future fund changes, and demonstrate robust cybersecurity practices aligned with Department of Labor's Employee Benefits Security Administration (EBSA) guidance. The scoring methodology allows for a comprehensive assessment of potential contractors, with a total possible score of 1,000 points across written proposal (400), oral presentation (300), and cost (300) categories, ensuring a thorough and multi-dimensional evaluation of potential HRA program administrators.
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Written Proposal ‐ Evaluation Criteria and Scoring Weight Written = 400 (reference only) Max Pts
1. Organization, Staff Qualifications, and Relevant Experience: Experience of Offeror including financial condition, prior experience and performance record, including references, technical innovation, transition planning and quality assurance plans. Offerors will be evaluated on the extent to which they can accept existing contract provisions (See Model Contract).
20% 80
2. Participant Communications and Customer Service Capability: Experience of Offeror including the ability to provide the customer service, participant communication, and education requirements outlined in this RFP. This will include staffing (including for any local service office), competence of personnel whom the Offeror intends to assign to the project, the Offeror’s experience in providing enrollment counseling, investment information and other services such as investment advice for participants and the capabilities of voice response and website systems that are proposed.
15% 60
3. Claims Administration: Experience of Offeror in processing claims for reimbursement, including but not limited to methods for submitting claims, disbursement options, requirements/restrictions, and oversight/management of subcontractors if utilized.
10% 40
4. Plan Administrative Services: Experience of the Offeror, including the ability to provide the administrative and recordkeeping service requirements outlined in the RFP. This will include competence of personnel whom the Offeror intends to assign to the project and the capabilities of the Offeror’s system to execute the various transactions, to interface with the County’s systems, to maintain participant and plan level records, including the financial information and reporting required by the County, and accurately represent the financial status of the participants and the Plans. This also includes the claims administration services.
20% 80
5. Investment Services and Trust Administration: Offerors will also be evaluated on their ability to maintain the current investment option array to the greatest extent possible and to provide the greatest amount of investment flexibility to the County in making future fund changes to the investment option array. Offerors shall also be evaluated on the stable value option offered, as well as trust administration services.
15% 60
6. Implementation/Transition: Experience of the Offeror in implementing plans of similar size and complexity, as well as the reasonableness of the timeline and resources to be dedicated to
10% 40
7. Cybersecurity: Compliance with Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) guidance related to cybersecurity and adherence to, or exceeding, industry standards for protecting participant information and plan asset data. Offers will be evaluated on documentation and implementation of cybersecurity best practices, track record including any history of past security breaches and remediation actions taken, as well as innovative/industry leading approaches to safeguarding participant and plan data.
10% 40
Written Proposal Score 100% 400
Interview/Oral Presentation ‐ Evaluation Criteria and Scoring Weight Oral = 300
(reference only) Max Pts
1. Organization, Staff Qualifications, and Relevant Experience: Experience of Offeror including financial condition, prior experience and performance record, including references, technical innovation, transition planning and quality assurance plans. Offerors will be evaluated on the extent to which they can accept existing contract provisions (See Model Contract).
20% 60
2. Participant Communications and Customer Service Capability: Experience of Offeror including the ability to provide the customer service, participant communication, and education requirements outlined in this RFP. This will include staffing (including for any local service office), competence of personnel whom the Offeror intends to assign to the project, the Offeror’s experience in providing enrollment counseling, investment information and other services such as investment advice for participants and the capabilities of voice response and website systems that are proposed.
15% 45
3. Claims Administration: Experience of Offeror in processing claims for reimbursement, including but not limited to methods for submitting claims, disbursement options, requirements/restrictions, and oversight/management of subcontractors if utilized.
10% 30
4. Plan Administrative Services: Experience of the Offeror, including the ability to provide the administrative and recordkeeping service requirements outlined in the RFP. This will include competence of personnel whom the Offeror intends to assign to the project and the capabilities of the Offeror’s system to execute the various transactions, to interface with the County’s systems, to maintain participant and plan level records, including the financial information and reporting required by the County, and accurately represent the financial status of the participants and the Plans. This also includes the claims administration services.
20% 60
5. Investment Services and Trust Administration: Offerors will also be evaluated on their ability to maintain the current investment option array to the greatest extent possible and to provide the greatest amount of investment flexibility to the County in making future fund changes to the investment option array. Offerors shall also be evaluated on the stable value option offered, as well as trust administration services.
15% 45
6. Implementation/Transition: Experience of the Offeror in implementing plans of similar size and complexity, as well as the reasonableness of the timeline and resources to be dedicated to
10% 30
7. Cybersecurity: Compliance with Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) guidance related to cybersecurity and adherence to, or exceeding, industry standards for protecting participant information and plan asset data. Offers will be evaluated on documentation and implementation of cybersecurity best practices, track record including any history of past security breaches and remediation actions taken, as well as innovative/industry leading approaches to safeguarding participant and plan data.
10% 30
Interview/Oral Presentation Score 100% 300
Cost ‐ Evaluation Criteria and Scoring Weight Cost = 300 (reference only) Max Pts
Cost: Offerors will be evaluated on the overall value of all services to be provided for the cost (recordkeeping, administration, individual and group meetings, communications, etc.)
100% 300
Cost Score 100% 300
HRA RFP 2024 (September 2024) ‐ Evaluation Criteria and Scoring
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