Exhibit_B_-_Voluntary_Benefits_Matrix_-_MUST_COMPLETE.xlsx
XLSX spreadsheet 235 KB Posted
- Attached to
- RFP 24-01 Voluntary Benefit Plans
- Solicitation number
- 0000032247
- Issued by
- California
About this file
This document is the Exhibit B - Voluntary Benefits Matrix related to RFP #24-01 issued by the Superior Court of California, County of San Bernardino for Voluntary Benefit Plans. The RFP requests quotes for various voluntary benefit products including pet insurance and long-term care insurance. Bidders must complete the provided matrix and submit supporting benefit summaries for each proposed plan. The RFP includes details on the requested benefit provisions, eligibility, payroll deduction, and other plan parameters. Bidders are required to indicate whether they will offer each requested benefit provision.
The RFP does not include details on pricing terms, set-asides, incumbents, funding sources, or award dates. It focuses solely on the specific voluntary benefit plan requirements and the information bidders must provide in their responses.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| Attachment_1_-_Administrative_Rules_2023-08.docx | DOCX document | |
| Attachment_2_-_General_Terms-Conditions-Benefits.docx | DOCX document | |
| RFP_24-01_Voluntary_Benefits_Plans_(1).docx | DOCX document | |
| Attachment_6_-_Darfur_Contracting_Act_Certification.docx | DOCX document | |
| Attachment_9_-_Payment_Provisions-Benefits.docx | DOCX document | |
| Attachment_3_-_Acceptance_of_Terms_and_Conditions.docx | DOCX document | |
| Attachment_4_-_General_Certifications_Form.docx | DOCX document | |
| Attachment_5_-_Good_Standing_Form.docx | DOCX document | |
| Attachment_7_-_Unruh_CRA_and_CA_FEHA_Certification.docx | DOCX document | |
| Attachment_8_-_Iran_Contracting_Act_Certification.docx | DOCX document | |
| Exhibit_A_-_2023_Voluntary_Benefits_RFP_24-01_COVER_LETTER.docx | DOCX document |
Show all 11
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READ FIRST
| Superior Court of California, County of San Bernardino |
| Voluntary Benefits RFP #24-01 |
| Important note to bidding carriers: In addition to completing the Court's RFP documents, you must also complete the following tabs of this workbook and provide the supporting benefit summaries with each plan. |
Vendor Checklist
| Superior Court of California, County of San Bernardino | ||||
| Voluntary Benefits Vendor Checklist | ||||
| Use drop down menu for each plan to indicate if you quoted | Voluntary Benefits | |||
| Pet Insurance | Remember to have your Compliance contact review the Court's mandatory terms & conditions | |||
| Long Term Care with another product | Class | Coverage | ||
| Long Term Care without another product | Classes 1 & 3 | $75,000 |
| Yes |
| No |
Pet Insurance
| Superior Court of California, County of San Bernardino |
| Pet Insurance Benefit Matrix |
Pet Insurance Benefit Provisions Requested Parameters Proposed Vendor to Confirm
| (Use drop down menu) | Proposed Vendor to note details and/or deviations | ||
| Product Type | Group - Indicate if your product is Pet Insurance or Pet Discount | ||
| Plan offered should be robust and price competitive compared to if purchased individually. | |||
| Post-Tax Payroll Deduction | Yes | ||
| Eligibility | Based upon the Court's Compensation Package, MOU, or hourly and time requirements. | ||
| Claim Forms Required | Indicate Yes or No | ||
| Deductible | Indicate Benefit | Enhance | |
| Percentage Plan Pays | Indicate Benefit | ||
| Annual Maximum | Indicate Benefit | Takeaway | |
| Use Any Licensed Veterinarian, Emergency Clinic or Specialist | Indicate Benefit | ||
| No Age Factor (Price of policy will not increase with the age of your pet) | Indicate Benefit | ||
| Instant Approval of Application | Indicate Benefit | ||
| Accidents and Illnesses, Including Hospitalization and Surgeries | Indicate Benefit | ||
| Chronic and Ongoing Diseases (example: allergies) | Indicate Benefit | ||
| Dental Surgeries and Diseases | Indicate Benefit | ||
| Retail Savings | Indicate Benefit | Will Match | |
| Service Savings | Indicate Benefit | Not applicable | |
| Veterinary Care Savings | Indicate Benefit | ||
| Pre-Existing Condition Limitations | Indicate Benefit | ||
| Wellness & Preventive | Indicate Benefit | ||
| Age of Pet Considered | Indicate Benefit | ||
| Hereditary/Congenital Conditions | Indicate Benefit | ||
| Mortality Benefit (cost for vet to humanly euthanize, cremate & burial.) | Indicate Benefit | ||
| Lost Pet Recovery | Indicate Benefit | ||
| Advertising & Reward | Indicate Benefit | ||
| Boarding & Kennel Benefits | Indicate Benefit | ||
| Alternative/Holistic Therapy | Indicate Benefit | ||
| Spay/Neuter | Indicate Benefit | ||
| Rabies | Indicate Benefit | ||
| Routing Blood Tests | Indicate Benefit | ||
| X-rays, MRI, and CT Scans | Indicate Benefit | ||
| Injuries Including Cuts, Sprains and Broken Bones | Indicate Benefit | ||
| Flea & Tick Prevention | Indicate Benefit | ||
| Heartworm Testing / Prevention | Indicate Benefit | ||
| Vaccinations | Indicate Benefit | ||
| Prescription Medication | Indicate Benefit | ||
| Prescription Supplements | Indicate Benefit | ||
| Vet Help Line | Indicate Benefit | ||
| Methods of Communication | Indicate types of communication pieces (pre, during, & post enrollment) | ||
| Methods of Enrollment | Indicate type of enrollment methods - keep in mind benefit fairs during lunch hours will be the primary onsite events. Separate meetings by location may be an option depending on the interest from the benefit fair events. | ||
| Minimum Participation Requirement | Indicate the minimum participation requirement and any details | ||
| Other | List any other features provisions, or services your product includes. | ||
| This is merely a summary of benefits for comparison purposes. Please refer to the carrier's proposal for details. |
| Will Include |
| Enhance |
| Not Applicable or Not Included |
&6&Z&F &6&A
LTC
| Superior Court of California, County of San Bernardino |
| Long Term Care Benefit Matrix |
| Long Term Care Benefit Provisions | Vendor Name |
| Monthly Rates |
$100,000 Face Amount Non-Tobacco - Based on Standard States Pricing
| Rates |
| Issue Age 35 |
| Issue Age 45 |
| Issue Age 55 |
| Issue Age 64 |
| Interest Rates |
| Current Cash Value at Age 65 |
| Issue Age 35 |
| Issue Age 45 |
| Issue Age 55 |
| Guaranteed Cash Value at Age 65 |
| Issue Age 35 |
| Issue Age 45 |
| Issue Age 55 |
Issue Age Limits
| Guarantee Issue Amount | |
| Spouse Guarantee Issue Amount | ` |
| Plan offered should be robust and price-competitive compared to if purchased individually. | |
| Plan Details | |
| Post-Tax Payroll Deduction | Yes |
| Eligibility | An employee in a regular position scheduled and paid at least 40 hours per pay period. |
| Waiting Period | Typically an employee is eligible on the first day of the calendar month coinciding with or next following 30 days as a Member, but ultimately the employer's decides the eligibility waiting period. |
| Portability | |
| Payable to Family Member? | |
| Gender Rating | |
| Tobacco User Distinct Rates | |
| Maturity Date | |
| AM Best | |
| Level Premiums | |
| Paid up Insurance | |
| Guaranteed Future Face |
Amount Increase
| Lapsation |
| Cash Value |
| Coverage Effective Date |
| Benefit Reduction |
| Long Term Care (LTC) / Living Benefits (LBR) Rider |
| LTC/LBR Benefit Duration |
| Waiver of Premium LTC |
| Pre-Existing Condition Limit |
| Definition of LTC/LBR Eligibility |
| Covered Services and Monthly Percentage of Death Benefit Paid |
| Restoration of Benefits Rider |
| Extension of Benefits Rider |
| Terminal Illness Benefit Rider |
| Rate Class: preferred plus, preferred, standard plus, standard, sub-standard for each employee |
| Notes: |
&6&Z&F &6&A
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