Attachment_7_TechnicalCapabilityQuestionnaire.pdf
PDF 129 KB Posted
- Solicitation number
- 2031JW25Q00073
About this file
This document is a Technical Capability Questionnaire for a Short Term Disability (STD) and Long Term Disability (LTD) Insurance Program solicitation by the Office of the Comptroller of the Currency (OCC). The questionnaire requires detailed responses from potential vendors about their disability insurance claims management processes, including claims intake, medical information handling, benefit calculations, rehabilitation processes, payment options, and tax reporting responsibilities. Key plan design specifications include 60% salary replacement for both STD and LTD, benefit maximums ranging from $4,269 to $370,000, waiting periods of seven calendar days for STD and 90 calendar days for LTD, and specific provisions for late enrollment and benefit periods. The document seeks comprehensive information from vendors about their operational capabilities, including claims processing infrastructure, customer service details, electronic and telephonic claims filing options, implementation timelines, and third-party vendor involvement.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment D - Q and A Worksheet (25Q00073).pdf | ||
| RFQ_2031JW25Q00073_STD_LTD Ins (Amendment 001).pdf | ||
| 2031JW25Q00073 Amendment 0001 - SF30.pdf | ||
| Attachment_1_OCC_OFR_CensusData.xlsx | XLSX spreadsheet | |
| Attachment_5_OCC_OFR_PremiumHistory.xlsx | XLSX spreadsheet | |
| Attachment_3_LTD_Cert of Ins..pdf | ||
| Attachment_6_Deliverables.docx | DOCX document | |
| RFQ 2031JW25Q00073 STD-LTD Insur.pdf | ||
| Attachment_2_STD_Cert of Ins..pdf | ||
| Attachment_4_STD_LTD_ClaimsData.xlsx | XLSX spreadsheet | |
| Attachment_8_Nondisclosure Agreement.pdf |
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ATTACHMENT 7 – 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* ($370,000 maximum at 60 percent $222,000)
$4,269/$25* $18,500/greater of $100 or 10% of monthly benefit*
Benefit Waiting Period Seven (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
ATTACHMENT 7 – TECHNICAL CAPABILITY QUESTIONNAIRE
Maximum Benefit Period 90 calendar days Varies (age at the time of disability (see current LTD certificate of insurance (attachment 3)
*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, 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.
Technical Capability
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