Addendum No 1 Employee Benefits Consulting Services

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Addendum No 1 Employee Benefits Consulting Services Powered By Docstoc
					RFP #24-11-09 Employee Benefits Consulting Services
Addendum No. 1
Shawnee State University
December 1, 2009



Section 2.5 (Vendor Questionnaire) of the above-referenced RFP is presented here in
editable format, in order to facilitate the preparation of bid responses.



Section 2 — Overview

2.5      Vendor Questionnaire: A complete proposal will include responses to each of the following. Proposals
that contain incomplete responses may be disqualified from the selection process.

        1) List the name, title, mailing address, telephone number, facsimile number, and e-mail address of the
           contact person for this proposal.

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        2) Provide the location of organization’s main office and the location of the office responsible for
           providing services to Shawnee State University.

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        3) Briefly describe organization’s history, number of employees, local and overall organization structure,
           as well as general services, legal, and other resources bidder is able to provide.

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        4) Describe the ownership of the organization and advise if organization is currently involved in any
           merger, acquisition, organizational restructuring, or other internal change that may impact bidder’s
           services.

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        5) How long has bidder been providing employee benefits consulting services?

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        6) How many benefit clients does bidder currently have?

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        7) What is the average size of the benefit clients bidder serves?

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        8) Provide evidence of bidder’s status as an actuary, licensed consultant, or broker in Ohio.

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        9) Confirm bidder’s status as an independent consultant or broker that is not affiliated with any insurance
           company, third party administrative agency, or provider network.
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       10) Confirm bidder will not accept any commissions for agreements or contracts that bidder brokers for
           Shawnee State University

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       11) Identify the account team that will be assigned to Shawnee State. List job titles and responsibilities,
           and provide resumes for each individual. Indicate the areas of expertise for each team member who
           would be assigned to the University’s account.

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       12) Identify each service bidder offers as part of bidder’s “standard” annual service package for employers.

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       13) Identify each additional service bidder offers to clients directly or through affiliated providers (identify
           affiliated providers). Describe bidder’s ability to provide actuarial services related to renewals and
           ongoing benefits issues.

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       14) Outline bidder’s approach to client management and service. Describe bidder’s specific plans to
           service the University’s account, focusing on how bidder would work with University to develop an
           annual strategic plan.

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       15) Describe the transition process bidder uses for new clients

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       16) Describe how bidder, if selected, will conduct a benefits plan review and evaluation process.

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       17) Describe how bidder will work with the University-wide Insurance Committee (representing different
           constituency groups) whose purpose is to “review and explore options for managing and containing
           medical and other insurance costs, review competitive bids for insurance carriers, and report its
           findings and recommendations to the President.”

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       18) Describe how bidder will educate University management concerning regulatory and legislative
           changes that affect group health and other benefit plans throughout the year

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       19) What types of training (seminars, newsletters, etc.) does bidder offer to keep clients current on
           changing regulations? Provide samples of recent events and printed materials.

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       20) Provide samples of legislative updates, surveys, newsletters, and other publications the University
           would receive as part of bidder’s standard service package.

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       21) Describe the process and timeline bidder will use to keep the University informed of benefits plan
           performance throughout the year.
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       22) Describe the technology bidder uses in-house to communicate with clients and deliver information.
           Describe bidder’s technological capabilities and how bidder can provide automated services to the
           University.

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       23) Describe the analytical tools bidder would use in evaluating the University’s health plan experience.

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       24) Describe bidder’s process and timeline for handling annual benefit plan renewals.

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       25) Describe the process bidder uses to negotiate renewal rates with health insurance companies.

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       26) Describe the process bidder will use to help University employees resolve claims issues.

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       27) Outline bidder’s approach to ensuring that clients are in compliance with all applicable regulations.
           Include a sample internal or external tool bidder uses to manage the reporting and disclosure process.

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       28) How does bidder provide legal research, compliance, and legal consultation? Does bidder have internal
           counsel or rely on outside counsel? If external, identify the firm, describe bidder’s contractual
           relationship, and confirm how the University would be charged for these services.

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       29) Provide information on bidder’s underwriting experience.

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       30) List the corresponding fees for every service identified as available but outside of the standard package
           (Exhibit A: Price Sheet).

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       31) Include bidder’s proposed service guarantees.

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       32) Describe bidder’s capabilities for on-line enrollment and customized web sites.

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       33) Describe the data, surveys, or other information to which bidder has access and will use to determine if
           Shawnee State University is providing a competitive benefit package.

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       34) Describe the HR consulting services bidder can provide. Outline which services would be included in
           the standard package and which would be available at additional cost.

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       35) Provide a customer reference list of no fewer than three organizations  preferably public universities
            with whom bidder currently has contracts and/or has previously provided consulting services of
           equal type and scope within the past five years. Reference list shall include company name, contact
           person, telephone number, project description, length of business relationship, and background of
           project (year of project, summary of work performed, etc).

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       36) Provide a list of customers with whom bidder previously held a contract for consulting services, but
           with whom contracts were not renewed within the last five years.

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       37) Provide bidder’s proposed annual fee by completing the appropriate section of this document (Exhibit
           A: Price Sheet). Confirm that this fee would not include any commissions.

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       38) Provide a list of additional services, not already described in this RFP, which could be provided to
           Shawnee State University. Outline the additional charges, if any, for those services.

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       39) Provide any additional information that will enable Shawnee State University to make an informed
           decision.

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