ESBD_File_346205_Attachment A - Respondent Questionnaire.pdf
PDF 187 KB Posted
- Solicitation number
- RFP2024-P07
- Issued by
- Hays County, San Marcos City, Texas
About this file
This document is a Respondent Questionnaire for RFP 2024-P07 Employee Benefits Financial Consulting Services, issued by Hays County, Texas. The RFP is seeking a qualified and experienced employee benefits financial consultant to advise the County on their self-funded and third-party employee health and benefits plans, and to act as the County's representative as needed with third-party providers and other parties. The questionnaire covers a range of topics, including the respondent's client experience, organizational structure, legal history, actuarial capabilities, cost-saving programs, regulatory compliance assistance, wellness initiatives, insurance coverage, and reporting and analytics capabilities. The RFP is open to respondents from the jurisdictions of Hays County, San Marcos City, and surrounding areas in Texas.
The RFP does not provide specific pricing terms or set-aside requirements. Respondents are required to confirm their firm's professional liability, errors and omissions, general liability, workers' compensation, and auto liability insurance coverage. The consultant will be expected to monitor benefits legislation and compliance, help the County benchmark its plans, analyze plan performance and rate trends, and provide actuarial support to understand the financial impact of plan design changes.
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Text version
RFP 2024-P07 Employee Benefits Financial Consul�ng Services Atachment A
Respondent Ques�onnaire
Poten�al Respondents must provide the following informa�on:
1. List the types of clients and size of their organiza�on to which your firm typically provides employee benefit program consul�ng exper�se. Please include how many government en��es your organiza�on represents?
2. Please confirm your organiza�on is not affiliated with any insurance company, third party administra�ve agency, or provider network.
3. Have any of the principals, or the firm, ever been named in a lawsuit dealing with health and welfare consul�ng? If so, please provide the details and outcome of these lawsuits.
4. Outline ability and the resources (e.g. actuaries, economic forecas�ng) available to establish trends and recommenda�ons in plan design.
5. Describe ability to provide actuarial services and resources available.
6. Describe any cost saving programs you have implemented for similar sized employers in the past five (5) years and describe the metric for determining such savings and provide verifiable examples of same.
7. Describe process for handling large claim reviews and audits? Provide an example of a large claim review/audit result.
8. Describe how the respondent will assist, no�fy, and train Human Resources Department of changes to Sec�on 125 regula�ons, COBRA, HIPAA and/or other regula�ons regarding employee benefit plans.
9. Describe the process your service team uses to review plan documents, contracts, summary plan descrip�ons and other legal agreements prior to submission to your clients for execu�on.
10. Detail ability to monitor and research regulatory and legisla�ve developments at both the state and federal level, and how this will be communicated.
11. Describe your firm’s marketplace leverage in nego�a�ng with carriers regarding rates, policy terms, and plan design.
12. Does your firm provide assistance with claims audi�ng with third party administrators?
13. Does your firm provide assistance and direc�on with the development of alterna�ve employee benefit programs, such as wellness programs, etc.?
14. Does your firm provide any of the following wellness tools? If so, describe how and if there is an addi�onal charge associated and if the tool is supported in house or outsourced.
a. Health Risk Assessment
b. Biometric Screenings
c. Technology Coaching
d. Live seminars
e. Webinars
f. Wellness newsleter
g. Tracking tools
15. Describe the wellness ini�a�ves respondent has implemented for other agencies, companies, (etc.) and what success you have seen from these new programs.
16. Confirm your firm carries Professional Liability Insurance, Errors and Omission coverage and limits of coverage, General Liability, Workers Compensa�on, and Auto Liability. Provide evidence that all applicable insurance coverages and licenses are currently carried.
17. How Does your company monitor benefits legisla�on and compliance?
18. Describe your capabili�es to help the County accurately benchmark plans by plan type, region, employee size and industry.
19. Describe your capabili�es in monitoring plan performance, analyzing & and rate trends. Please include sample reports.
20. What tools and/or actuarial support do you provide to your clients to help them understand the financial impact of plan design changes?
21. Provide an overview of the analy�cs and repor�ng capabili�es that your organiza�on offers, and any examples of specific reports that you are able to generate.
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