Apdx_2.FinProp_FA3__PtSol__DBMHealth_RFP_2025.8.9.xlsx
XLSX spreadsheet 46 KB Posted
- Solicitation number
- BPM051063
- Issued by
- Maryland
About this file
This is a Financial Proposal Excel file for Health Plan Administration and Services issued by the State of Maryland's Department of Budget and Management (DBM), involving multiple functional areas for health benefits procurement. The solicitation (No. F10B6600001) seeks comprehensive health plan services for state employees, retirees, and dependents, with a contract term beginning January 1, 2027, and spanning five years with optional renewal periods. The procurement covers multiple functional areas including Point Solutions, targeting health plan administration across different state agencies including the Maryland Transit Administration (MDOT-MTA) and State Law Enforcement Officers Labor Alliance (SLEOLA).
The financial proposal requires detailed submissions including a Financial Compliance Checklist, Point Solutions offerings, and a Financial Summary with guaranteed maximum rate increases. Offerors must provide fully-loaded rates that include all direct and indirect costs, with no additional fees permitted after contract award. The procurement includes specific requirements for Veteran-Owned Small Business Enterprise (VSBE) participation, Living Wage Requirements, and mandates for data security and cybersecurity measures. Evaluation will be based on total projected cumulative price, with offerors required to submit renewal methodologies for the five-year contract period and optional extensions, emphasizing comprehensive healthcare management and cost-effective service delivery.
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Input
| B-2 | |
| Select One | |
| Yes | |
| No | |
| B-3 | |
| Select One | |
| Explanation | |
| Deviation |
2-1 Financial Proposal
HEALTH PLAN ADMINISTRATION AND SERVICES
FUNCTIONAL AREA 3: POINT SOLUTIONS
Appendix 2-1: Financial Proposal
Solicitation No. F10B6600001
| Instructions: |
| The Financial Proposal cover letter must be signed by an individual who is authorized to commit the Offeror to all of the pricing and terms as quoted herein. |
| 1 | Complete all the attached financial exhibits. Census data and aggregate claims and enrollment experience for the medical plans are provided for your use in the Excel file labeled Exhibit 6: FA3 Supplemental Data. The notes in each financial exhibit are material to the financial proposal. Please read them in entirety. |
| Appendix 2-2: Financial Compliance Checklist | |
| Appendix 2-3: Explanations and Deviations | |
| Appendix 2-4: Point Solutions | |
| Appendix 2-5: Financial Summary |
| 2 | For the Appendix 2-2: Financial Compliance Checklist |
| Complete the Offeror and Date of Submission cells. |
Please indicate your willingness to comply with each requirement by selecting "Yes" or "No" from the drop down list in the response column of each item.
If you provide a "No" response, or a "Yes" response with a qualifier, please provide an explanation for why you cannot comply with the requirement in full in "Appendix 2-3: Explanations and Deviations". All "No" responses must have a corresponding explanation or alternative. All explanations must be numbered to correspond to the questions to which they pertain. Please keep explanations as brief as possible.
| 3 | For the Appendix 2-3: Explanations & Deviations |
| Use this worksheet to provide additional explanation and deviations that you wish to offer for any questions in 2-2 Financial Compliance Checklist for which a "No" response, or a "Yes" response with a qualifier, was given. |
Explanations must be numbered to correspond to the 2-2 Financial Compliance Checklist item to which it pertains. If additional space is needed, make a copy of this tab. Please keep all explanations brief.
4 Appendix 2-4: Point Solutions
For proposal analysis purposes, provide point solutions, as defined in the RFP, available to the State. Each offering in the financial summary should correspond to offering in FA3 Exhibit 5-3: Services Requested. Include the fee and basis for fee for each proposed service. Provide additional description of each solution in Appendix 2-3. All fees for employees and retirees must also apply to Satellite and Direct Pay participants.
| 5 | Appendix 2-5: Offeror's Financial Proposal Summary |
| Initial Contract Year Fees from Appendix 2-4 are added to the projected fees in future years based on maximum trend guarantees for each year. Total projected cumulative price for the contract will be determined based on a review by the State and the State's consultant. |
2-2 Financial Compliance Cklst
HEALTH PLAN ADMINISTRATION AND SERVICES
FUNCTIONAL AREA 3: POINT SOLUTIONS
Appendix 2-2: Financial Compliance Checklist
Solicitation No. F10B6600001
| Representations made by the Offeror in this proposal become contractual obligations that must be met for the duration of the contract term. |
| Offeror: |
| Date of Submission: |
Financial Compliance Checklist Offeror Response
| 5-1 | Offeror's quoted rates are guaranteed, regardless of actual enrollment, for the term of the contract. | Select One |
| 5-2 | Offeror's quoted rates exclude commissions / compensation to outside consultants or brokers. | Select One |
| 5-3 | All rates are quoted on a fully-loaded basis; i.e. rates must include all direct and indirect costs, general and administrative overhead, purchasing burden, profit, and state regulatory assessments. No other fees or charges will be added to the contract after award, nor will the Offeror be compensated on any basis other than the applicable fully-loaded rates. | Select One |
| 5-4 | Quoted rates include costs for communication materials, tools, and resources. | Select One |
| 5-5 | By May 31st of each calendar year for the subsequent contract year (beginning January 1), Offeror will prepare a claims projection, ROI calculation, and fee validation for the upcoming contract year. If warranted based on negotiations with the State, Offeror will reduce its fees quoted in its proposal for the upcoming contract year. | Select One |
2-3 Explanations & Deviations
HEALTH PLAN ADMINISTRATION AND SERVICES
FUNCTIONAL AREA 3: POINT SOLUTIONS
Appendix 2-3: Explanations and Deviations
| Solicitation No. F10B6600001 | |||
| Representations made by the Offeror in this proposal become contractual obligations that must be met for the duration of the contract term. | |||
| Offeror: | 0 | 0 | |
| Date of Submission: | 12/31/99 | 0 | |
| Instructions: Use this worksheet to provide additional explanation or deviation for items included in 2-2 Financial Compliance Checklist. Offeror responses should be provided for any questions for which a "No" response, or a "Yes" response with a qualifier, was given. | |||
| Explanations must be numbered to correspond to the 2-2 Financial Compliance Checklist item to which it pertains. If additional space is needed, make a copy of this tab. Please keep all explanations brief. | |||
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2-4 Point Solutions
HEALTH PLAN ADMINISTRATION AND SERVICES
FUNCTIONAL AREA 3: POINT SOLUTIONS
Appendix 2-4: Point Solutions
Solicitation No. F10B6600001 tc={0E915DE2-2CDD-4507-8FC6-CB7C610C3614}: [Threaded comment]
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Comment:
@Andrea Simmons -DGS- Friendly reminder to ensure that the sheet is completed with the grid lines, colors, etc. Thank you.
| Representations made by the Offeror in this proposal become contractual obligations that must be met for the duration of the contract term. | |
| Offeror: | 0 |
| Date of Submission: | 12/31/99 |
| For proposal analysis purposes, provide point solutions, as defined in the RFP, available to the State. Each offering in the financial summary should correspond to offering in FA3 Exhibit 5-3: Services Requested. Include the fee and basis for fee for each proposed service. Provide additional description of each solution in Exhibit 5-3. All fees for employees and retirees must also apply to Satellite and Direct Pay participants. |
| Point Solution Offering | Description (additional space in 5-3) | Contract Year 1 Fee | Basis for Fee | ||
| 1 | Point Solution 1 | ||||
| 2 | Point Solution 2 | ||||
| 3 | Point Solution 3 | ||||
| 4 | Point Solution 4 | ||||
| 5 | Point Solution 5 | ||||
| 6 | Point Solution 6 | ||||
| 7 | Point Solution 7 | ||||
| 8 | Point Solution 8 | ||||
| 9 | Point Solution 9 | ||||
| 10 | Point Solution 10 | ||||
| Submitted by: | |||||
| Offeror: | |||||
| Offeror Name (please print or type) | |||||
| By: | |||||
| Signature of Authorized Representative | |||||
| Printed Name: | |||||
| Title: | |||||
| Date: | |||||
| Company Address: |
2-5 Financial Summary
HEALTH PLAN ADMINISTRATION AND SERVICES
FUNCTIONAL AREA 3: POINT SOLUTIONS
Appendix 2-5: Financial Proposal Summary
| Solicitation No. F10B6600001 |
| Representations made by the Offeror in this proposal become contractual obligations that must be met for the duration of the contract term. |
| Offeror: | 0 |
| Date of Submission: | 12/31/99 |
| The table below calculates proposed fees over the life of the contract and option years. The proposed fee for the first contract year is pulled from 2-4. Contract years thereafter are developed using the guaranteed maximum rate increases provided in the yellow highlighted cells. Each offeror will be evaluated on the total projected cumulative price, which will be calculated by the State and the State's Consultant based on each offeror's response. The offeror must provide their renewal methodology for the five year contract period plus optional periods in accordance with the RFP. |
| Total Price | Contract | ||
| Year 1 | Contract | ||
| Year 2 | Contract | ||
| Year 3 | Contract | ||
| Year 4 | Contract | ||
| Year 5 | Option 1, | ||
| Contract Year 1 | Option 1, | ||
| Contract Year 2 | Option 1, | ||
| Contract Year 3 | Option 2, | ||
| Contract Year 1 | Option 2, | ||
| Contract Year 2 | Option 3, |
Contract Year 3
| Optional Service 1 | ||||||||||||
| 1 | Optional Service 1 Max % Increase | n/a | ||||||||||
| 2 | Optional Service 1 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 2 | ||||||||||||
| 3 | Optional Service 2 Max % Increase | n/a | ||||||||||
| 4 | Optional Service 2 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 3 | ||||||||||||
| 5 | Optional Service 3 Max % Increase | n/a | ||||||||||
| 6 | Optional Service 3 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 4 | ||||||||||||
| 7 | Optional Service 4 Max % Increase | n/a | ||||||||||
| 8 | Optional Service 4 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 5 | ||||||||||||
| 9 | Optional Service 5 Max % Increase | n/a | ||||||||||
| 10 | Optional Service 5 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 6 | ||||||||||||
| 11 | Optional Service 6 Max % Increase | n/a | ||||||||||
| 12 | Optional Service 6 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 7 | ||||||||||||
| 13 | Optional Service 7 Max % Increase | n/a | ||||||||||
| 14 | Optional Service 7 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 8 | ||||||||||||
| 15 | Optional Service 8 Max % Increase | n/a | ||||||||||
| 16 | Optional Service 8 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 9 | ||||||||||||
| 17 | Optional Service 9 Max % Increase | n/a | ||||||||||
| 18 | Optional Service 9 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Optional Service 10 | ||||||||||||
| 19 | Optional Service 10 Max % Increase | n/a | ||||||||||
| 20 | Optional Service 10 Proposed Fee | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Notes: | |
| a. Rates are subject to the notes on tabs 2-2 and 2-4 |
| Submitted by: |
| Offeror: |
| Offeror Name (please print or type) |
| By: |
| Signature of Authorized Representative |
| Printed Name: |
| Title: |
| Date: |
| Company Address: |
File details come from the government source that posted it. Updated .