HR-24-389 ~ Narrative Proposal Template.docx

Narrative Proposal Template

Proposers should develop a narrative proposal that includes all of the following information.

An editable version of the template below has been posted to Long Beach Buys. Proposers should complete the editable template and submit it as their narrative proposal.

Organizational Capacity & Experience

PROPOSER CONTACT INFORMATION

Organization Company Name

Company Address

Federal Tax ID Number

Website

Authorized Representative Name

Title

Email Address

Phone Number

Title

Email Address

Phone Number

PROPOSER CAPACITY & EXPERIENCE

What type of enterprise is the organization?

· Non-Profit

· Sole Proprietorship

· General Partnership

· Corporation State and Date of incorporation:

· Limited Liability Company

· Other

Please describe why the organization is qualified to provide the services described in this RFP (1-2 paragraphs).

Pharmacy Benefits Management| RFP - HR-24-389 | Template v04.20.23 | 15

Please describe your success with similar entities in your industry and where you see your value stand out from the rest of the available vendors.

How many employees does the organization have in total and residing in Long Beach?

Where is the representative(s) that would service the City’s account located?

Please provide a plan overview for how the project will be staffed, including the percentage of time each employee will be allocated to this project, and the name and the titles of the principles.

REFERENCES

Note: Two former and two current references that are government entities, municipalities, or public sector clients that are similar in size to COLB; at least one of the references should have a Medicare population.

Reference 1 Company

Project Manager

Phone Number

Project Description

Project Start and End Dates

Reference 2 Company

Project Manager

Phone Number

Project Description

Project Start and End Dates

Reference 3 Company

Project Manager

Phone Number

Project Description

Project Start and End Dates

Reference 4 Company

Project Manager

Phone Number

Project Description

Project Start and End Dates

SUB-CONTRACTOR CONTACT INFORMATION

· No

If applicable, provide the following for all subcontractors included in this proposal.

Company Address

Authorized Representative Name

Title

Email Address

Phone Number

Title

Email Address

Phone Number

SUBCONTRACTOR CAPACITY & EXPERIENCE

What type of enterprise is the organization?

· Non-Profit

· Sole Proprietorship

· General Partnership

· Corporation State and Date of incorporation:

· Limited Liability Company

· Other

Which specific requirements of this RFP will the subcontractor perform?

Is the subcontractor registered with the California Department of Industrial Relations? If yes, provide registration number.

Please describe why the organization is qualified to provide the services described in this RFP (1-2 paragraphs).

Please describe the length of time the organization has been providing the services described in this RFP (1-3 sentences).

How many employees does the organization have nationally, locally, and residing in Long Beach?

Where is the representative(s) that would service the City’s account located?

Where is the representative(s) that would service the City’s account be located?

General Information

1. Provide total covered lives under management: Number of Lives (not including drug discount card members).

2. Provide employer sponsored plans (Active only): Number of Lives.

3. Provide employer sponsored plans (Active only): Percent of Total Book of Business.

4. Provide Municipality or Gov. Agencies (Active only): Number of Lives.

5. Provide municipality or Gov. Agencies (Active only): Percent of Total Book of Business.

6. Indicate the number and description of any outstanding legal actions pending against Respondent's organization. Explain how the organization will assure City of Long Beach that these actions will not disrupt business operations?

7. Has your organization experienced recent merger or acquisition activity, or has any such pending activity been publicly disclosed? If so, describe, specifically addressing any reorganization or operational changes that would affect your product or services.

8. Are there any recent or anticipated changes in your organizational structure (e.g. key personnel, consolidation of operations, new service centers) that would impact COLB. Include a project plan and timeline if applicable.

9. Has your company ever filed for bankruptcy? If so, when and what is the current status of your filing?

Method of Approach

1. Provide an executive summary, it should demonstrate a clear understanding of the scope of work and contain how your organization will fulfill the requirements and the Scope of Services as outlined in the RFP, including a discussion of the important features and attributes, highlighting any aspects, which separate it from its competitors.

2. If your organization is a current or previous COLB Provider, the Executive Summary should give the agreement term dates, agreement number, and contracting department.

3. Provide your data security procedures and detail your notification procedures in the event of a breach of confidentiality or sensitive data. Additionally, specify any available legal remedies and other relief measures.

4. Indicate which medical Third-Party Administrator (TPA) you coordinate with for integrated Rx and medical data administration (eligibility, deductible, maximum out of pocket, clinical programs connected to medical benefit). List the vendor and frequency.

5. Confirm you will be able to answer member transition questions during open enrollment and prior to go live date (i.e., formulary, mail-order transfers, new prescriptions, prior authorizations, etc.). How far in advance will that ability be available to members? Discuss your process and tools available to assist members with the transition

Communications & Reporting

1. Describe how your organization will proactively share standard and non-standard management and utilization reports.

2. Describe how your organization will ensure compliance with all laws.

3. Describe how your organization will provide advice to the City of Long Beach regarding benefit design and communication to members.

4. Describe how your organization will work collaboratively with other service providers to improve the quality and cost of services provided to members under their health benefit plans.

5. The City requires that the Awarded Contractor provide proof of payment of any subcontractors used for this project. If the proposal includes subcontractors, please describe the plan for how the City will be notified of such payments.

Customer Service Requirements

1. Are member services locations domestic United State or offshore?

2. Please list member services: Location(s)

3. Member Services: Hours of Operation (Pacific) for live interaction. Please also provide automated availability.

4. Provide Account Management Team: Location(s) and Hours of Operation (Pacific)

5. Confirm ability to comply with respondent's average speed of answer (ASA) rate of 100% under 30 seconds for the assigned service center without IVR.

6. Confirm ability to comply with respondent's average speed of answer (ASA) rate of 100% under 30 seconds for the assigned service center with IVR.

7. Confirm ability to comply with respondent's abandonment rate of <3% for the assigned service center.

8. Confirm ability to comply with respondent's initial call resolution rate of >95% for the assigned service center.

9. Describe the innovative developments to your mobile apps that have been released recently.

10. Describe the innovative developments to your client web portal that have been released recently.

11. Confirm capacity to maintain an average annual (Voluntary/Non-Voluntary) turnover rate for Customer Service of <10% for the assigned service center.