Exhibit 8 - Evaluation Questionnaire .xlsx
XLSX spreadsheet 25 KB Posted
- Attached to
- RFP Group Term Life
- Solicitation number
- RFP-09134
- Issued by
- Polk County, Florida
About this file
This document is an Evaluation Questionnaire for RFP 89088 issued by the St. Johns River Water Management District (SJRWMD) in Florida. The RFP seeks proposals from qualified insurance providers to place group term life insurance with accidental death and dismemberment (AD&D) rider, and supplemental term life insurance coverage for SJRWMD employees. The successful respondent must provide fixed rates for a two-year period, with the option to renew for three or more additional 12-month periods. The questionnaire covers topics such as the respondent's organizational structure, qualifications, customer service capabilities, and proposed plan design.
The RFP requires respondents to confirm their ability to meet all the principal areas defined in the Statement of Work, including eligibility timelines, continuity of coverage for employees, actively-at-work waivers, and one-time guarantee issue opportunities. Respondents are also asked to provide details on their implementation approach, any additional coverage offerings, and the percentage of commission for the designated insurance agent.
View the file
Other files
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Exhibit 8
| General Questionnaire --- RFP 89088 |
| Please respond and also use this section to add any additional information that you believe SJRWMD should know about either your company or your service delivery model. If additional space is needed, use the "Explanation" worksheet to provide your detailed explanation. |
| Item | ||
| Enter Respondents Firm's Name: | ||
| SECTION I: Organization, Experience and Qualifications | ||
| QUESTION | Firms Response |
| 1.01 | Legal Company Name |
| 1.02 | Year Established/Incorporated |
| 1.03 | Describe your organizational structure (an organization chart may be included under Section/Tab 1) |
| 1.04 | Identify the location(s) where employees will be assigned to provide services described in this RFP (provide full address). |
| 1.05 | Identify the location(s) of Respondent's principal office (provide full address). |
| 1.06 | Provide Respondent's website address. |
| 1.07 | Are you authorized to do business in the State of Florida? |
| 1.08 | Indicate your current financial rating. |
(Insurance Carrier must have a minimum A.M. Best Rating of “A-V” for financial strength; documentation of the rating must be included under Section/Tab 1).
1.09 Describe your overall qualifications and capabilities in providing group term life insurance with accidental death and dismemberment (AD&D) rider, and supplemental term life insurance.
(Additional documentation may be submitted under Section/Tab 1)
| 1.10 | How many years of experience does Respondent have in writing group term life insurance with accidental death and dismemberment (AD&D) rider, and supplemental term life insurance policies? |
| 1.11 | Describe your experience in providing group term life insurance with accidental death and dismemberment (AD&D) rider, and supplemental term life insurance policies to public entities and why you are the best choice for award of the Agreement. |
(Additional documentation may be submitted under Section/Tab 1)
| 1.12 | Indicate the number of employers in Florida for which currently provide group term life insurance with accidental death and dismemberment (AD&D) rider, and supplemental term life insurance policies? (Number may be approximate) | |
| 1.13 | Describe the Respondent's practices to maintain compliance across all federal and State of Florida insurance department regulatory requirements for all applicable products and services. | |
| 1.14 | What are the business hours for client services? | |
| SECTION II: Customer Service and Technology Capabilities | ||
| QUESTION | Firms Response |
| 2.01 | Who is the designated insurance agent for the Proposal? |
| 2.02 | How many years of experience does the designated insurance agent have with direct client contact handling similar size accounts? |
| 2.03 | List the key personnel and their individual responsibilities on this assignment. Include the extent of each person's participation. Indicate the approximate percentage of the total work to be accomplished by each individual. Indicate who would serve as backup for the carrier representative. |
(Additional documentation may be submitted under Section/Tab 2)
2.04 Briefly describe the qualifications, including experience, certifications, and licensure of the key personnel / project team.
(Brief resumes not to exceed two pages may be included under Section/Tab 2)
| 2.05 | Will the insurer make a carrier representative to attend Open Enrollment workshops? |
| 2.06 | Describe the types of information aids that Respondent provides to assist in educating employees regarding the group term life insurance with accidental death and dismemberment (AD&D) rider, and supplemental term life insurance benefit. |
(Sample Benefit Information Aids must be submitted under Section/Tab 2)
| 2.07 | Describe the capabilities of Respondent's internet-based client service portal (if any), including: claim reporting, documenting enrollment, claims status, and loss runs. |
| 2.08 | Decribe Respondents electronic enrollment process and procedure, including secure transmittal of the Districts' data. Please list provided preferred file type. |
| 2.09 | Will Respondent provide an "800 number" to call for Customer support? |
| 2.10 | Will Respondent provide financilal and utilization reports to the District on a quarterly basis? Is so, provide a sample report under Section/Tab 2. |
| 2.11 | How is Respondent protecting the personal information of covered employees and claimants? |
| 2.12 | Please describe the process for assessing and determining approval for a death, and accidental death and dismemberment claim. |
(Additional documentation may be submitted under Section/Tab 2)
2.13 Please describe your anticipated service strategy for both employer and employees.
(Additional documentation may be submitted under Section/Tab 2)
| 2.14 | Identify the Customer Service location(s) providing services described in this RFP (provide full address). |
| 2.15 | What are the business hours for client services? |
| 2.16 | Describe Respondent's process for resolving complaints from covered employees/claimants. |
(Additional documentation may be submitted under Section/Tab 2)
2.17 Describe Respondent's process for resolving service concerns from the District.
(Additional documentation may be submitted under Section/Tab 2)
2.18 Does the Respondent offer guaranteed levels of service? If so, please describe.
| SECTION III: Plan Design - Cost Containment and Management Strategies | ||
| QUESTION | Firms Response |
3.01 Identify how Respondent is able to meet all the principal areas defined in the RFP's Statement of Work.
(A written statement may be included under Tab/Section III)
| 3.02 | Is Respondent proposing any deviations from the Policy Requirements set forth in Section IV of the Statement of Work? If so, describe. |
| 3.03 | Is Respondent willing to meet current eligibility timelines for employee coverage (Class 1 - start of employment; Class 2 - 30 days of continuous employment)? |
| 3.04 | Respondent must confirm that no employee will lose coverage simply because of a change of carriers/administrators. This applies to all contracts, all plans, etc. |
| 3.05 | Is Respondent agreeable to an "actively-at-work" waiver, where all active employees (as deemed by the District) will be eligible for insurance regardless of whether they are actively-at-work? |
| 3.06 | Is Respondent willing to offer a one-time guarantee issue opportunity for current employees to enroll in supplemental life insurance coverage? If so, describe the offering and any limitations (e.g., guaranteed maximum, minimum participation requirement, etc.) |
| 3.07 | What innovative concepts or alternative ideas does Respondent have to add value for the District? |
| 3.08 | Will Respondent allow for self-administration of premiums and enrollment through self-directed uploads? |
| 3.09 | Describe your approach for a successful implementation by the October 1, 2024, effective date. |
| 3.10 | Note any additional coverage offerings included in proposed plan. |
| 3.11 | Do you agree to the notice requirements as described in the solicitation? |
| 3.12 | Will District retirees have the opportunity to continue coverage elections at the same rates as active employees? |
| 3.13 | What is the percentage of commission for the designated insurance agent? Indicate whether there is a di+B59:B61tal term life. |
Explanation Explanation This worksheet should be used to provide additional explanations for any questions for which a "See Explanation" response was given. Explanations must be numbered to correspond to the question to which they pertain and be brief.
State the section and number of each question you addressed with the further explanation below.
Section / Question # Explanation
File details come from the government source that posted it. Updated .