Attachment 2 - TechnicalQuestionnaire.docx
DOCX document 21 KB Posted
- Attached to
- Disabilitly STD/LTD Program Federal contract opportunity
- Solicitation number
- 2031JW20Q00067
About this file
This technical questionnaire is part of a solicitation from the Department of the Treasury's Office of the Comptroller of the Currency seeking an experienced contractor to underwrite and administer its short-term and long-term disability insurance programs. The contractor will be responsible for claims intake, obtaining medical information, determining benefit eligibility and payment for temporary, partial, and total disabilities. The contractor must also handle vocational rehabilitation, return to work coordination, appeals, and tax reporting requirements. The questionnaire seeks details on the contractor's claims processes, ability to meet the solicitation's plan design requirements, any discrepancies between the contractor's policies and the solicitation's provisions, and setting up separate claims structures for OCC and OFR employees. It additionally requests information on the proposed claim and customer service offices that would handle OCC/OFR accounts, implementation timelines, and capabilities for electronic and telephonic claims filing.
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| OCC DISABILITY QUESTIONS AND ANSWERS RESPONSES.pdf | ||
| Attachment9_Claims Data_2015.07.01 through 2020.05.31.xlsx | XLSX spreadsheet | |
| 2031JW20Q00067 Disability RFQ.pdf | ||
| Attachment 4 - LTD_Certificate.pdf | ||
| Attachment 5 - STD_Certificate.pdf | ||
| Attachment 6 - STD_LTD_Prem_History.xlsx | XLSX spreadsheet | |
| 2031JW20Q00067 RFQ.pdf | ||
| Attachment 8 - Census.xlsx | XLSX spreadsheet | |
| Attachment 3 - Claim_Detail.xlsx | XLSX spreadsheet | |
| Attachment 1 - Non-Disclosure Agreement.doc | DOC document | |
| Attachment 7 - VPAT.docx | DOCX document |
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Text version
Technical Capability Questionnaire
The OCC will evaluate the offeror’s technical capability based on whether the offeror clearly described its capability to provide effective and efficient services necessary to successfully complete the tasks within the specified ordering period. Additionally, the OCC will evaluate how the offeror proposes to fulfill the performance goals of this requirement, which includes underwriting, implementing, and administering the OCC disability program. The OCC will evaluate how the offeror addressed each of the items listed below.
Technical Capability
1. Please describe each element in detail for the STD/LTD claims process from an integrated disability management approach.
· Claims in-take process for obtaining employee, employer, and physician information
· Frequency medical information is obtained for continuation of benefits
· Temporary recovery, partial and total disability
· Maternity, mental disorders and substance abuse
· Outline the maximum benefit period for LTD
· Vocational Rehabilitation Process
· Return to Work Process
· Appeal Process
· Benefit payment options (check, EFT, debit card)
· Benefit offset from other sources of income
· Waiver of premium while receiving benefits
· If benefit is payable for less than one full week, how is the benefit payment determined
· Demonstrated and targeted claim turn-around time standards
2. Please confirm if you can meet the OCC plan design as shown below.
| Plan Design |
| STD |
| LTD |
| Benefit |
| 60% weekly salary |
| 60% monthly salary |
Benefit Max/Min* ($330,000 maximum at 60 percent $198,000)
| $3,808/$25* |
| $16,500/greater of $100 or 10% of monthly benefit* |
| Benefit Waiting Period |
| 7 calendar days |
plus the use of all accrued sick leave and leave donated from the leave bank or leave transfer programs 90 calendar days plus the use of all accrued sick leave and leave donated from the leave bank or leave transfer programs
| Late Enrollment Penalty |
| 30 calendar days |
plus the use of all accrued sick leave and leave donated from the leave bank or leave transfer programs
Note: The Late Enrollment penalty does not apply to a disability caused by accidental injury (injury to the body) N/A
| Maximum Benefit Period |
| 90 calendar days |
| Varies (age at the time of disability) |
*Minimum Benefit is not applicable while in a paid status from the OCC or OFR.
3. Please identify any discrepancies between the contractor’s filed contract language, provisions and exclusions and the language in the proposal and the OCC’s current plan provisions and exclusions. (The current certificates of insurance are attachments to the RFP).
4. Can the contractor set up a separate claims structure for the OCC employees and OFR employees? If so, please describe the process in terms any requirements during the claim filing process.
5. For STD/LTD, the contractor shall handle all tasks related to tax reporting. This includes the preparation and distribution of proper tax filing documents, e.g., 1099 and W-2 for each claimant for paid benefits per the plan. Please outline your responsibility about the taxation of disability benefits including the reporting process.
6. Provide the following information for the claim office and customer service office that would service OCC.
| Handling of OCC/OFR Account |
| Address |
| Hours of Operation |
| No. Claim Examiners/ |
Customer Service Reps
STD
No. Claims Processed/Calls Taken Avg. Time to Approve/Pay a Claim/Answer Phone
Claim Office
Customer Service Office
7. Is there a minimum participation requirement for the voluntary STD benefit?
8. Identify any third-party vendors and outline the role of the third-party vendor in the STD/LTD administration process.
9. Do you offer portability and conversion options for STD/LTD? If so, please describe your process.
10. Please provide an implementation milestone plan. To start the milestone planning, please use November 1, 2020 as the projected start date.
11. Please provide samples of all forms and brochures. Please identify if any of the forms or brochures are customizable and fillable.
12. Do you offer the capability for electronic claims handling for the employer and employee? If so, please describe all requirements related to this process.
13. Do you offer telephonic claims filing by employee? If so, please describe all requirements related to this process.
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