RFP_ADDENDUM_1_3-12-2018.pdf

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Attached to
Insurance Agent/Broker Services - Group Employee Voluntary Benefit Program
Solicitation number
17180084P-TG
Issued by
Seminole County, Florida

About this file

This document is an Addendum #1 issued by the School Board of Seminole County (SBSC) Florida for a Request for Proposal (RFP) #17180084P-TG for Insurance Agent/Broker Services covering a Group Employee Voluntary Benefit Program. The addendum was posted on March 12, 2018, with the original proposal submission deadline remaining April 10, 2018 at 3:00 P.M. The addendum addresses three key items: 1) a clarification to the "Overview and Background" section modifying language about sales and marketing restrictions, specifically changing the termination consequence from "fee payable to SBSC" to "due commissions", 2) a note about replacement of Attachment "L", and 3) directing potential bidders to Attachment "I" for an employee census.

The RFP seeks an insurance agent/broker to provide services for multiple voluntary benefit plans including dental, vision, cancer, accident, hospital indemnity, short-term and long-term disability, long-term care, flexible spending accounts, and COBRA administration. Vendors are advised that they will be strictly prohibited from marketing insurance products outside those specifically authorized by SBSC, with violations potentially resulting in contract termination and forfeiture of commissions. The document includes an acknowledgment section that vendors must complete and return with their proposal, demonstrating receipt and understanding of the addendum's modifications to the original solicitation.

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REQUEST FOR PROPOSAL (RFP) – ADDENDUM # 1

ADDENDUM POSTING DATE: PURCHASING CONTACT & TELEPHONE:

March 12, 2018 Tim Gibney, Sr. Purchasing Agent Email: gibneytz@scps.k12.fl.us Phone: 407-320-0149

SOLICITATION TITLE & NUMBER:

#17180084P-TG

Insurance Agent/Broker Services – Group Employee Voluntary Benefit Program

SOLICITATION OPENING DATE & TIME:

April 10, 2018 at 3:00 P.M.

NOTE: SOLICITATIONS RECEIVED AFTER THE DUE DATE AND TIME WILL NOT BE ACCEPTED.

The original Invitation to Proposal (RFP) documents shall remain in full force and effect, except as modified herein, which shall take precedence over any contrary provisions in the prior documents. The original RFP submittal deadline shall remain the same date and time of April 10, 2018 at 3:00 PM.

This addendum is being issued to address questions received, make revisions to the original solicitation document and release attachments.

1. Questions: Clarification of “Overview and Background”, paragraph three (3) and four (4), pages 9-10:

“Respondents shall be strictly prohibited from any sales or marketing efforts regarding other insurance or alternative products, other than those specifically authorized by SBSC for its voluntary benefit program.

Violations will result in termination of contract and forfeiture of any fee payable to SBSC.”

Answer: Replace highlighted to read: ““Respondents shall be strictly prohibited from any sales or marketing efforts regarding other insurance or alternative products, other than those specifically authorized by SBSC for its voluntary benefit program. Violations will result in termination of contract and forfeiture of any due commissions.”

2. Question: Replacement of Attachment “L”

Answer: Please see the attachment.

3. Question: Is there an employee census?

Answer: Please see Attachment “I” contained within the RFP document.

THE SCHOOL BOARD OF SEMINOLE COUNTY FLORIDA

PURCHASING AND DISTRIBUTION SERVICES DEPARTMENT

400 E. Lake Mary Boulevard

Sanford, FL 32773-7127 mailto:gibneytz@scps.k12.fl.us

RFP Number: 17180084P-TG Insurance Agent/Broker Services – Group Employee Voluntary Benefit Program Addendum #1 March 12, 2018

If you should have any questions regarding this addendum, please do not hesitate to contact Tim Gibney at gibneytz@scps.k12.fl.us or by phone at 407.320.0149.

Sincerely, Cheryl L. Olson, MBA, CPPO, C.P.M., CPM, FCCN Director of Purchasing and Distribution Services

Attachment

CLO

Acknowledgment of Addendum #1 by Vendor:

This addendum shall be completed by the Vendor and returned with the submittal. If submittal has already been submitted, this addendum must be submitted to the above address in a sealed envelope, which is marked on the outside:

Addendum #1 – 17180084P-TG Insurance Agent/Broker Services – Group Employee Voluntary Benefit Program

This is to acknowledge receipt of this addendum, which will become part of the ITB document.

NAME (TYPED OR PRINTED) TITLE

SIGNATURE VENDOR NAME

DATE PHONE NUMBER

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