Attachment_C_-_Benefits_Consulting_Questionnaire.pdf
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- Attached to
- Employee Benefits Consulting Services (Re-Bid)
- Solicitation number
- 26-P-00543
- Issued by
- Hillsborough County, Florida
About this file
This file is an Employee Benefits Consulting Questionnaire issued by the City of Tampa, Florida as part of a competitive request for proposal process to replace the incumbent benefits consultant, Gallagher Benefit Services, whose current agreement expires on January 31, 2027. The City is seeking a comprehensive benefits consulting firm to provide financial advisement and operational guidance across multiple service areas including employee health plan management, pharmacy program design, wellness and disease management program development, claims auditing, and oversight of three operational employee wellness centers. The RFP requires prospective vendors to demonstrate expertise across 18 key competency areas, including experience with self-funded medical and pharmacy plans serving organizations of similar size to Tampa, public sector HR consulting capabilities, health plan RFP facilitation services, retiree health plan and OPEB liability assessment, consumer-driven health plan education and implementation, and benchmarking services. Interested vendors must provide detailed responses to all 18 questions with supporting documentation and examples of comparable client work.
The questionnaire requires vendors to identify key team members who will be assigned to the City account, disclose their qualifications and relevant accomplishments, and provide references from at least three self-funded clients currently receiving financial analysis services. Vendors offering electronic RFP processes must provide samples of recent RFPs, scoring documents, and recommendation materials, along with detailed descriptions of their technology platforms and processes for ensuring accuracy and public records compliance. The City expects responses to demonstrate specific value-add solutions and measurable results from prior client engagements, including claims audit findings, cost reduction strategies, pharmacy spend management improvements, and wellness program participation and outcome metrics. Additionally, vendors must disclose all financial arrangements and vendor relationships to ensure transparency and address potential conflicts of interest, and confirm the willingness of assigned clinical staff, including licensed pharmacists, to participate in ongoing quarterly meetings and program reviews with City staff.
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ATTACHMENT C – EMPLOYEE BENEFITS CONSULTING QUESTIONNAIRE:
All questions must be answered as part of RFP proposal submittal. Responses should be complete and provide sufficient information to allow the City to evaluate your capability and expertise. Responses must be in numbered order matching the question. If additional information is provided in an exhibit or addendum to support a response, you must clearly state in your response where the information can be found.
1. Describe how your firm’s senior consultants and supporting team members that would be assigned to the City have improved the employee benefits program and costs of at least two organizations similar in size to the City of Tampa during the past three years. Note: Emphasis should be on specific challenges the employer faced, the recommended solutions, and the results for the employer.
2. Describe your firm’s experience with public sector consulting for HR/Management. Include operational improvement strategies for total compensation and benefits. What resources and expertise can you provide for these services?
3. List the key members of the consulting team which will be assigned to the City. Explain the role of each, list their qualifications and any special accomplishments which directly benefited client employers, and provide any other pertinent information which can demonstrate their value to the relationship.
4. Describe your experience with large clients (2,500+ lives) that have self-funded medical and pharmacy plans.
a. What type of financial analysis services have you provided and how have these analyses specifically benefited the client?
b. For your team members that will be assigned to the City, include the names of at least three self-funded clients for whom you provide ongoing financial analysis.
5. Describe your access to and intended use of specialized technical experts.
a. Provide information on the capability of the experts.
b. State whether these individuals are your employees or provide services through some other arrangement and specify the arrangement.
6. For the health plan RFP services
a. Provide a sample of a recent RFP for a self-funded client with carve out services.
b. Provide a sample of your scoring document.
c. Provide a sample of your recommendation document including support for the recommendation.
7. In addition, if you offer an electronic RFP process:
a. Describe the technology tools your firm would use to provide the health plan and pharmacy
RFP services requested. Specifically identify which of your team members have expertise in this area.
b. Describe the process in detail including all steps taken to guarantee the accuracy and integrity of the responses.
c. Describe the process for producing vendor RFP responses, our scoring and response evaluation data pursuant to a Florida public records request or a vendor challenge to the process or decision.
8. Identify the key steps, required data needed, and provide your estimated turnaround time for the medical plan and pharmacy RFP’s vendor response analysis and report to the City.
9. Detail your firm’s approach to evaluating health plan RFP responses:
a. Fees and projected claims costs quoted by the health plan RFP respondents.
b. Evaluating the clinical program expertise of vendors including but not limited to case management, disease management, large claim management, and any others.
c. Describe your firm’s benchmarking capabilities for both medical and pharmacy plans. State how you validate the client is getting the best “deal.”
10. Describe your firm’s recent experience with public sector retiree health plans.
a. Describe your experience with OPEB liability evaluations. List clients you have provided with this service.
11. Provide information on your firm’s capabilities in conducting both pharmacy and medical claims audits.
a. Provide details on your different types of audit programs, advantages/disadvantages of each, and range of costs for each.
b. Provide any examples of client savings.
c. Provide details of your firm’s ability to offer clinical claim audits such as proper use of clinical programs and resources
d. Provide any performance guarantees you may be willing to offer on client savings or ROI.
e. For the pharmacy audit in the scope of work provide as much detail as possible. Include information regarding accuracy of work and any performance or savings guarantees.
12. Provide information concerning your firm’s ability to assist employers with existing Consumer Driven Health Plans (CDHP)in the following areas:
a. Launching and performing ongoing employee education campaigns.
b. Helping employers increase participation in CDHP, specifically when it is offered as an option along with a traditional (such as preferred provider or point of service) companion plan.
c. Communicating consumerism messages in an effort to assist employees in stretching healthcare dollars.
d. Communicating innovative ways that employees can earn Health Reimbursement (HRA) and other incentive credits.
e. Communicating comprehensive Health Savings Account (HSA) program rules in a manner understandable to employees. Describe any special challenges and how you met them for carved out pharmacy/mental health.
13. Describe your operational experience with consulting on wellness and disease management programs:
a. Launching and communicating comprehensive wellness campaigns.
b. Describe or include any tools you make available for employers use in measuring existing wellness program effectiveness, program enhancements and measures of program value to an organization.
c. Describe and/or provide details on any innovative technology solutions that can encourage employees to become more engaged in improving health status.
d. Provide any examples of programs that educate employees on treatment compliance for chronic health conditions and/or to participate in disease management programs.
e. Provide detailed information on your clinical team members that would be assigned to enhance effectiveness of the City disease management program. Confirm that members will be available to participate in quarterly conferences via telephone.
f. Provide information to support your ability to develop communication campaigns or pieces which successfully linked employee participation in wellness or disease management participation to employee/employer cost reductions.
14. Describe the support your firm can provide towards prescription drug program design and clinical management.
a. State your willingness to assign a licensed pharmacist to the City account team who will participate via phone in quarterly meetings with the pharmacy vendor and City staff, review program results, make recommendations on programs and suggest opportunities for cost effective short- and long-term solutions. Provide information on the individual if possible.
b. Describe your experience at reducing employer spend for pharmacy programs (excluding contract negotiations). If possible, describe any solution(s) which provided substantial benefit to the employer.
15. Provide information which clearly demonstrates the capability of your firm to provide professional consultative services to the City for the operation of its three employee wellness centers (clinics). The centers offer preventive, acute care, and management of common chronic conditions such as diabetes, occupational exams and workers compensation injury treatment. Specifically, the vendor must show expertise in the following
a. Evaluate clinic operating, financial and clinical results making recommendations to City HR management
b. Evaluate additional clinic services for consideration
c. Serve on an interview team (if requested) for hiring of clinical staff
d. Work with City HR, the clinic staff, and the medical/pharmacy/disability/workers compensation program vendors to ensure maximum effectiveness of the centers
e. Describe in detail how your firm has met the performance requested in items a. through d. of this questionnaire item for at least one other employer with a center.
16. Provide information on the various benchmarking capabilities your firm may provide for the City of Tampa.
a. Any product which will assist a client to:
• Analyze results for a specific plan or combination of plans
• Compare employer-provided or total benefit values
• Display benefit values in dollars, as a percentage of payroll or of the total benefit package
• Choose tabular or graphic displays of results
• View plan summaries for the companies in peer group.
b. A database members may rely on as comprehensive benefits data source to make decisions about competitive positioning by employing a variety of user-friendly tools. It should cover retirement, health and welfare, paid time off, lifestyle and flexible benefits.
c. Do you provide the capability to perform "what if" modeling, by adjusting the value of plan provisions to evaluate the impact on a client’s competitive positioning.
17. Describe what type and frequency of client communications you provide besides the specific project/financial reports.
18. Are you willing to disclose any and all financial arrangements your firm receives from all vendor sources associated with the City? If so, please state. If not, explain your unwillingness.
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