Addendum No.1_RFP NO. DMS-2223-084.pdf

RFP No.: DMS-22/23-084 Addendum No. 1 Page 1 of 3

4050 Esplanade Way

Tallahassee, FL 32399‐0950

Ron DeSantis, Governor Pedro Allende, Secretary

Addendum No. 1 to the following Request for Proposal (RFP):

Division of State Group Insurance for

Group Term Life Insurance

RFP NO.: DMS-22/23-084

Date: June 05, 2023

To: Prospective Respondents to RFP No.: DMS-22/23-084

From: Departmental Purchasing

Subject: Updates to RFP To the extent this Addendum gives rise to a protest, failure to file a protest within the time prescribed in section 120.57(3), F.S. (as altered by section 110.123(3)(d)4, F.S.), or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, F.S.

Any protest concerning this agency decision or intended decision must be timely filed with the Agency Clerk. Protests may be filed by courier, hand delivery, or regular mail at:

Department of Management Services, Office of the General Counsel, Attention: Agency Clerk, 4050 Esplanade Way, Suite 160, Tallahassee, Florida 32399-0950. Protests may also be filed by fax at 850-922-6312, or by email at agencyclerk@dms.myflorida.com. It is the filing party's responsibility to meet all filing deadlines.

The Procurement Officer should be copied on such filings.

The Department hereby amends RFP No. DMS-22/23-084 and its amendments/exhibits as within this addendum. For the RFP, an underline represents an addition and a strikethrough represents a deletion and changes are highlighted.

RFP No: DMS-22/23-084 is hereby amended as follows:

1. Section 1.6 of the RFP is revised as follows.

1.6 Notice of Intent to Submit a Proposal and Data Use Agreement The Census File (Attachment C) includes a first tab containing the employee enrollment information and provides the following components:

Date of birth Current Age Gender Home ZIP code Basic Life Plan name (if currently elected) Optional Life Plan coverage tier (if currently enrolled) Status (Salaried, OPS/Variable hour, or Retiree)

RFP No.: DMS-22/23-084 Addendum No. 1 Page 2 of 3

The second tab includes dependent information and provides the following components:

Date of birth Gender Home ZIP code

2. Section 3.6 of the RFP is revised as follows.

a. 3.6 Contents of Proposal

TAB 5: Completed FORMS and ATTACHMENT The following RFP forms and attachment should be completed and attached in their entirety.

Amended Form 1 – Mandatory Responsiveness Requirements signed –

Mandatory Form 2 – Company Details (and any additional requested documentation) –

Mandatory Form 3 – Notice of Conflict of Interest Form 4 – Client References. Four (4) Client references confirming the

Respondent’s experience providing group term life insurance Services with a minimum of 200,000 participants for each reference, in accordance with the instructions therein, in this RFP, and in item 6, References of Attachment F Mandatory

Attachment F – Respondent and Subcontractor Information

b. FORM 1: MANDATORY RESPONSIVENESS REQUIREMENTS Form 1 – Mandatory Responsiveness Requirements is deleted and replaced in its entirety with the attached Amended Form 1 – Mandatory Responsiveness Requirements. All references to Form 1 – Mandatory Responsiveness Requirements in RFP No.: DMS-22/23-084 are hereby amended to refer to Amended Form 1 – Mandatory Responsiveness Requirements.

c. FORM 4 – CLIENT REFERENCES Submission of this form is no longer a requirement. All references to Form 4 are deleted in their entirety in RFP No.: DMS-22/23-084.

d. ATTACHMENT F: RESPONDENT AND SUBCONTRACTOR INFORMATION

6. References Instructions: Provide at least four (4) references in accordance with the instructions in the Contents of Proposal section and Form 4 of the RFP, and as follows:

a. The two (2) largest public sector Clients for whom the Respondent currently provides similar services to those sought in this RFP, each having an enrollment count equal to or greater than 200,000 Participants.

b. The two (2) largest former Clients (public or private sector) for whom the Respondent provided similar services to those sought in this RFP, each having had an enrollment count equal to or greater than 200,000 Participants.

RFP No.: DMS-22/23-084 Addendum No. 1 Page 3 of 3

References will not be accepted from:

a. Current employees of DMS.

b. Former employees of DMS within the past three (3) years.

c. Persons currently or formerly employed by the respondent’s organization.

d. Board members of the Respondent’s organization.

e. Relatives.

f. Corporations based solely in a foreign country.

g. A member of the Respondent’s organization, who has written, completed and submitted the form on behalf of the reference.

h. Subcontractors of the Respondent.

i. Entities having an affiliation with the Respondent (i.e. currently parent, subsidiary having common ownership, having common directors, officers or agents or sharing profits or liabilities).

The same Client may not be listed for more than one (1) reference and confidential Clients shall not be included.

In the event the Respondent has had a name change since the time work was performed for a listed reference, the name under which the Respondent operated at that time must be provided in the space provided for Respondent’s name.

The Respondent shall include with its response a completed Form 4 –Client References for at least four (4) separate and verifiable references. Each reference must be provided in accordance with the instructions contained therein, in this RFP, and in this Attachment. The Department will not accept any references that are not included with the Respondent’s Proposal in the manner specified.

Enclosures:

Amended Form 1 – Mandatory Responsiveness Requirements

END OF ADDENDUM NO. 1