Attachment_14_-_Technical_Capability_Questionnaire.doc

Attachment 14 - Technical Capability Questionnaire

The OCC will evaluate the offeror’s technical capability on the basis of 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 objectives 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

· Monitoring process of a claimant’s continuing disability including the frequency of obtaining updated medical information

· Temporary recovery, partial and total disability

· Maternity, mental disorders and substance abuse

· Outline the maximum benefit period for LTD

· Vocational Rehabilitation

· Return to Work

· Appeal Process

· Benefit payment options (check, EFT, debit card)

· Benefit offset from other sources of income

· Is there a 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 indicated below.

Benefit Max/Min*

($300,000 maximum at 60 percent $180,000)

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

(in lieu of medical underwriting and pre-existing clauses) 30 calendar days plus the use of all accrued sick leave and leave donated from the leave bank or leave transfer programs N/A

*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 RFP Attachments 4-7).

4. The OCC maintains STD/LTD enrollment data for its employees and the employees of OFR. If offered, please describe any electronic capabilities for the employee and employer. If offered, please identify if these tools are 508 compliant and if the cost to utilize these tools are built into the rate.

5. Can the contractor set up a separate claims structure for the OCC employees and OFR employees? If so, please provide a brief summary of the process in terms any requirements during the claim filing process.

6. For STD/LTD, the contractor shall be responsible for all tasks related to tax reporting. This includes the preparation and distribution of appropriate tax filing documents, e.g., 1099 and W-2 for each claimant for paid benefits in accordance with the plan. Please outline your responsibility regarding the taxation of disability benefits including the reporting process.

7. Provide the following information for the claim office and customer service office that would service OCC.

Customer Service Reps

STD

No. Claims Processed/Calls Taken Avg. Time to Approve/Pay a Claim/Answer Phone

Claim Office

Customer Service Office

8. Is there a minimum participation requirement for the voluntary STD benefit?

9. Identify any third party vendors and outline the role of the third party vendor in the STD/LTD administration.

10. Do you offer portability and conversion options for STD/LTD? If so, please describe your process.

11. Please provide an implementation milestone plan. To start the milestone planning, please use April 1, 2015 as the projected start date.

12. Please provide samples of all forms and brochures. Please identify if any of the forms or brochures are customizable.

13. In the event that the OCC chooses to pass employee data via an electronic transmission (data file) to the contractor to facilitate enrollment or claims intake (employer), the OCC may request that the contractor create an alternative ID for its employees in lieu of using employees’ Social Security numbers. Please provide a statement of whether this is feasible for your company or not.