Q_E_Questionnaire.xlsx
XLSX spreadsheet 16 KB Posted
- Attached to
- Group Life and Group Long Term Disability
- Solicitation number
- 240151
- Issued by
- Pima County, Tucson City, Arizona
About this file
The document is a Vendor Instructions RFP Response Sheet for a Group Life and Group Long Term Disability contract opportunity for the City of Tucson, Arizona. The City is soliciting fully insured group life insurance and long-term disability (LTD) insurance for employees and retirees, with an effective service date of July 1, 2025. Offerors must bid on both life and LTD coverage, and individual policies will not be considered. The RFP requires integrated disability management capability, and the current vendor is The Hartford. Offerors must agree to integrate with Workday for Evidence of Insurability and bear the cost of programming new integrations.
The contract will be fully experience-rated, non-dividend eligible, and net of commissions. Offerors must complete a comprehensive questionnaire covering company qualifications, business experience, operational details, financial ratings, and corporate objectives. Key requirements include having a local service office, providing Spanish communication capabilities, and offering up to $25,000 as a procurement allowance to offset implementation costs. The RFP emphasizes strict compliance with specifications, warning that failure to meet specific criteria will result in being deemed non-responsive and excluded from evaluation.
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Vendor Instructions RFP Response Sheet
| Please read the directions below as our process has changed. |
| Please read, review and provide the information requested in this workbook. The cells will automatically expand as needed if your response is longer than the space shown in the cell, however, brevity is expected. Limitations do exist. |
| Beware that some questions request only a Yes or No response. Some questions contain limits on the length of your response. |
| The purpose for these limitations allows the Client to assess the responses as appropriate in a brief manner. |
| The worksheet is also locked so that you can only enter information in the Answers column or on the exhibits as requested. |
| Do NOT insert tabs or extra attachments unless instructed to do so. |
| Do NOT respond by "referring the Client to an attachment". |
| Do NOT delete sections of the questionnaire. If something does not apply to you leave it blank, or mark N/A. If you take something out, it will cause your responses to not line up correctly with the questions when we do the analysis. |
| 1) Questionnaire - Excel. Requires responses completed and returned in Excel format. DO NOT PDF |
| 2) Financial tabs - Excel. Requires responses completed and returned in Excel format. DO NOT PDF |
| Copyright © 2024 by Segal. All rights reserved. |
| This Request For Proposal form is the sole property of Segal and is not intended to be reproduced for any purpose other than review by the Plan Sponsor contracted with Segal to prepare a procurement analysis. This file cannot be copied or reproduced in any method without the written consent by Segal. |
| You must use the Price Exhibit provided in submitting your proposal. You may additionally include your normal underwriting pricing worksheets and caveats. However, we will use your responses on the required Price Exhibit and questionnaire as your proposal response when they differ from any supplemental underwriting materials you provide. |
Questions
| ID | Questions | Answers |
| Section 1 - GENERAL QUESTIONS / QUALIFICATIONS & EXPERIENCE | ||
| 1.1 | What is your company name? | |
| 1.2 | How many years has your firm offered the benefits outlined in the referenced Scope of Work? | |
| 1.3 | Please confirm you will be proposing all coverages contained in this RFP process. | |
| 1.4 | Provide the name, address, phone, and e-mail of the primary contact for this RFP response. | |
| 1.5 | Are you able to administer the Benefit Plan Summary per the attached? | |
| 1.6 | Confirm the rates quoted in your proposal are firm and will not be recalculated based on actual enrollment? (e.g., +/- 20%) | |
| 1.7 | Would the addition of this client to your Book of Business add more than 10% growth to your organization? | |
| 1.8 | Please detail what proportion of your business is providing: | |
| 1.8.a | group life coverage? | |
| 1.8.b | LTD coverage? | |
| 1.8.c | other lines of group coverage? | |
| 1.9 | In the last 5 years, has your organization been involved in any Litigation that would prohibit your organization from delivering the Scope of Work outlined in the RFP? | |
| 1.10 | If you have been involved in any litigation in the last 5 years, please explain. | |
| 1.11 | Have you ever had any litigation specific to the City of Tucson? | |
| 1.12 | If you have had any litigation specific to the City of Tucson, please explain. | |
| 1.13 | Has your organization completed any mergers or acquisitions in the last 24 months? | |
| 1.14 | If you have completed a merger or acquisition in the last 24 months, what impact will this have on the services provided? | |
| 1.15 | Have you made any recent changes in your operational platform that will impact the success of delivering the services outlined in the Scope of Work? | |
| 1.16 | Does your firm have affiliates with any other company? Name the parent company of your organization if applicable. | |
| 1.17 | If your firm is not a corporation, do you have any partners, proprietor, or other owners who have any interest in any provider firms utilized to provide the services of this RFP? | |
| 1.18 | Are you a broker or agency offering the products in this Scope of Work? | |
| 1.19 | Please respond to the following: | |
| 1.19.a | Is your firm the sole responder to this RFP or are you partnering with other vendors to deliver the Scope of Work? | |
| 1.19.b | If you are partnering with other vendors, please explain who and why? | |
| 1.19.c | If you are an MGU, describe what duties you perform on behalf of the carrier (e.g., claims payments, premium collection, underwriting, etc.) | |
| 1.20 | Do you anticipate any restructuring or reorganizing within the next two years? (this includes addition, reductions, relocations, or redesign of systems) | |
| 1.21 | What are the most recent ratings, including the date of the rating for your company by the following (If not applicable, include a N/A)? | |
| 1.21.a | AM Best | |
| 1.21.b | Standard and Poor's (S&P) | |
| 1.21.c | Moody's | |
| 1.22 | What is your firm's Net Promoter Score (NPS)? | |
| 1.23 | Do you have a local office to serve the City of Tucson? | |
| 1.24 | What are your long-term corporate objectives regarding the proposed coverages? | |
| 1.25 | Do you agree that any data and information regarding our client supplied to you for purposes of responding to this RFP will be destroyed immediately upon receiving notice that you were not the successful winner? | |
| 1.26 | Recipient confirms and agrees that the data and information provided, which may include protected health information related to plan’s participants and beneficiaries, provided under the Agreement (“Plan Data”) is and shall remain the property of the plan. Recipient is not granted any right, title or interest in any Plan Data. Recipient may use and disclose Plan Data solely as necessary to effectuate the purpose and will not use, disclose, decompile, or reverse engineer, any Plan Data in support of Recipient’s other business activities. Specifically, Recipient will not de-identify any Plan Data or aggregate Plan Data (whether or not de-identified) with data received from Recipient’s other clients, customers or data sources. | |
| 1.27 | Do you anticipate any transition issues with the following: | |
| 1.27.a | Eligibility | |
| 1.27.b | Benefit administration | |
| 1.27.c | Transition of care | |
| 1.27.d | Evidence of insurability | |
| 1.27.e | Transitioning the captive life insurance portability group | |
| 1.28 | Do you have any contract language that would allow you to change the premium rates off anniversary? Please specify. | |
| 1.29 | Should your firm be awarded this RFP, how soon after notification (# of business days) of award would you be able to prepare the rough draft for the following: | |
| 1.29.a | Master Policy | |
| 1.29.b | Plan Booklet | |
| 1.30 | Should your firm be awarded this RFP, identify any services performed outside the borders of the United States of America. | |
| 1.31 | What services do you outsource, and where are the outsourcing offices located? | |
| 1.32 | For the services you outsource, what assurances will you provide if these vendor contracts are terminated? | |
| 1.33 | In what states are you NOT licensed to do business? | |
| 1.34 | Does your firm have the capability to prepare communication pieces for the enrollees in Spanish? | |
| 1.35 | Explain your experience providing services to other Public Sector Clients in the last 5 years. | |
| 1.36 | Describe the type of background checks, if any, your organization conducts on potential new employees. | |
| 1.37 | What certifications and accreditations has your organization received relative to the services in this RFP? | |
| 1.38 | Confirm you agree to provide up to $25,000 to the Client upon execution of a contract as a procurement allowance to offset the costs of implementing the contract, including costs associated with modifying Workday for EOI integration and enrollment purposes. |
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