Section 4.3 Narrative Proposal Template~16.docx
DOCX document 30 KB Posted
- Attached to
- Surgery Benefit for Health PPO Plan
- Solicitation number
- HR-26-753
- Issued by
- Los Angeles County, California
About this file
This document is a Narrative Proposal Template for the City of Long Beach's Request for Proposal (RFP) related to surgical episode management and care navigation services. The template requires proposers to provide comprehensive information about their organizational capacity, experience, and methodology for delivering health benefit plan services, with an anticipated contract launch date of April 1, 2027. Proposers must address their qualifications, staffing plans, references, and any subcontractor information, while demonstrating clear understanding of the scope of work through detailed responses to specific evaluation criteria.
The proposal template requires detailed disclosure of pricing methodology, including administrative fees, access fees, implementation fees, and bundled episode pricing structures, along with explanations of how employers will be billed throughout the contract term. Proposers must address financial guarantees or warranties associated with surgical episodes, data security procedures, breach notification protocols, accessibility standards compliance, and implementation planning. Additionally, proposers are required to describe their approach to member communication and transition support, reporting capabilities, collaboration with other service providers, compliance procedures, and subcontractor payment verification processes. The template mandates that proposers disclose any outstanding legal actions, bankruptcy filings, contract terminations, merger or acquisition activity within the past five years, and provide references from similar clients with project descriptions and contact information.
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
4.3 Narrative Proposal Template
An editable version of the template below has been posted to Long Beach Buys. Proposers are required to use the provided template, labeled “Attachment 1: Narrative Proposal_Name of Firm.” Proposers may submit other attachments as supporting documentation Organizational Capacity & Experience
PROPOSER CONTACT INFORMATION
| Organization |
| Company Name |
Company Address
Federal Tax ID Number
Website
| Authorized Representative |
| Name |
Title
Email Address
Phone Number
| Other Point of Contact (if required) |
| Name |
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).
Describe the length of time your firm has been providing the services described in this RFP (1-3 sentences)
By what other names has your organization been known?
Briefly describe your firm’s background, culture, and mission statement.
Describe your success with similar clients and where you see your value stand out in comparison to competing vendors
How is your client team structured?
How is your staff retention rate?
What is your client retention rate?
How many employees does the organization have in total and residing in Long Beach?
Where are the representative(s) that would service the City’s account located?
Provide a plan of overview for how the project will be staffed, including the percentage of time each employee will be allocated to the project and their titles, qualifications, and number of years with the firm.
List and describe any legal action taken against your firm that are outstanding or that have occurred within the last ten (10) years. Explain how your firm will ensure any outstanding actions will not disrupt business operations with the City.
Has your firm experienced recent merger or acquisition activity within the last five (5) years? If so, provide a brief summary and address any reorganization or operational changes that would affect your services.
Are there any recent or anticipated changes in your organizational structure (e.g., key personnel, consolidation of operations, new service centers) that would impact business with the City? Include a project plan and timeline if applicable.
Has your firm ever filed for bankruptcy? If so, when, and what is the current status of your filing?
Has your firm had a contract terminated for case or non-renewed within the last five (5) years? If so, by whom and for what circumstances? Provide the name and telephone number of any clients that have terminated your firm for cause in the last five (5) years.
REFERENCES
| 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
| Reference 3 |
| Company |
Project Manager
Phone Number
Project Description
Project Start and
SUB-CONTRACTOR CONTACT INFORMATION
| Does the proposal include subcontractors? |
| ☐ Yes |
☐ No
If applicable, provide the following for all subcontractors included in this proposal.
| Organization |
| Company Name |
Company Address
| Authorized Representative |
| Name |
Title
Email Address
Phone Number
| Other Point of Contact (if required) |
| Name |
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 are the representative(s) that would service the City’s account located?
Method of Approach
1. Provide an executive summary. It should demonstrate a clear understanding of the scope of work as well as describe how your firm will fulfill the requirements outlined in the Scope of Services.
2. Does your firm have a conflict of interest policy? If so, please provide a copy. Additionally, if applicable, describe any conflicts that have arisen within the firm in the last five (5) years and how they were resolved.
3. Describe your firm’s approach to integrating seamlessly with third-party plan providers, addressing data security, file transfer and data reconciliation procedures, and any past experience successfully integrating with major plan providers.
4. Describe how your firm evaluates and selects COE providers for your network. What are your firm’s selection criteria? How do you evaluate outcome data?.
5. Describe your pricing methodology in detail, including how the employer is billed for your services. Please explain your overall pricing structure, including administrative fees, access fees, implementation fees, bundled episode pricing, and any other costs that may be incurred throughout the contract term
6. Describe your bundled pricing methodology for surgical episodes. Please explain what services are included within a bundled episode of care, how bundled rates are established, and identify any services or circumstances that would not be included within the bundled price and could result in additional employer or member financial responsibility.
7. Describe how your organization manages complex or outlier cases that exceed the scope of a standard bundled episode. Please explain how additional costs are determined, communicated, approved, and billed.
8. What specific quality metrics (e.g., complication rates, readmission rates, surgeon volume) does your firm use to evaluate provider performance?
9. Describe any financial guarantees or warranties associated with your surgical episodes. Please explain how your organization manages readmissions, post-operative complications, revision procedures, hospital-acquired infections, emergency department visits, or other events related to the surgical episode. Include the duration of any warranty period, financial responsibility of each party, and any exclusions that may apply.
10. Describe how your pricing methodology has evolved over the past five years and discuss any anticipated changes to your pricing model, provider reimbursement methodology, or contractual guarantees over the next three to five years.
11. Describe 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 or other relief measures.
12. Confirm that you will be able to answer member transition questions during open enrollment and prior to the go-live date. Describe your process and available tools for assisting members with the transition.
13. Describe your firm’s approach to adhering to accessibility standards, ensuring website and mobile application usability for people with visual, hearing, motor, or other disabilities. Provide a link to a public website designed and developed for your firm that demonstrates the described manner of accessibility compliance.
14. Does your firm use AI in the delivery of its services? If so, describe the specific functions performed by AI and how they improve member experience as well as your data protection measures regarding AI. Also note if clients are able to opt in or out of features that utilize AI.
15. Describe your firm’s approach to care navigation. What support is provided to members pre- and post-surgery?
16. Provide a detailed implementation plan, including a listing of all standard communications and target release dates, structured around an April 1, 2027, launch date. Identify and describe any potential challenges or obstacles to implementation and describe your mitigation approach.
17. What would your firm need from the City to implement the contract successfully?
Communications & Reporting
1. Describe how your organization will proactively share standard and non-standard reporting and utilization reports. Provide a list of standard reports you can provide and outline the process for requesting customized reports.
2. Describe how your organization will ensure compliance with all laws
3. Describe your firm’s approach to enhancing member communication, including how you identified and shared opportunities for improved member engagement with similar clients.
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. Describe how your organization will communicate COE disruptions and ongoing negotiations to the City and its members with an active case
6. 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.
7. Describe your approach to collaborating with clients to develop customized, targeted member communications or any limitations.
8. Describe your firm's approach to member communication frequency, including any minimum, recommended, or required communication cadence.
File details come from the government source that posted it. Updated .