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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. Click here to enter text. 2) Provide the location of organization’s main office and the location of the office responsible for providing services to Shawnee State University. Click here to enter text. 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. Click here to enter text. 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. Click here to enter text. 5) How long has bidder been providing employee benefits consulting services? Click here to enter text. 6) How many benefit clients does bidder currently have? Click here to enter text. 7) What is the average size of the benefit clients bidder serves? Click here to enter text. 8) Provide evidence of bidder’s status as an actuary, licensed consultant, or broker in Ohio. Click here to enter text. 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. Click here to enter text. 10) Confirm bidder will not accept any commissions for agreements or contracts that bidder brokers for Shawnee State University Click here to enter text. 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. Click here to enter text. 12) Identify each service bidder offers as part of bidder’s “standard” annual service package for employers. Click here to enter text. 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. Click here to enter text. 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. Click here to enter text. 15) Describe the transition process bidder uses for new clients Click here to enter text. 16) Describe how bidder, if selected, will conduct a benefits plan review and evaluation process. Click here to enter text. 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.” Click here to enter text. 18) Describe how bidder will educate University management concerning regulatory and legislative changes that affect group health and other benefit plans throughout the year Click here to enter text. 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. Click here to enter text. 20) Provide samples of legislative updates, surveys, newsletters, and other publications the University would receive as part of bidder’s standard service package. Click here to enter text. 21) Describe the process and timeline bidder will use to keep the University informed of benefits plan performance throughout the year. Click here to enter text. 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. Click here to enter text. 23) Describe the analytical tools bidder would use in evaluating the University’s health plan experience. Click here to enter text. 24) Describe bidder’s process and timeline for handling annual benefit plan renewals. Click here to enter text. 25) Describe the process bidder uses to negotiate renewal rates with health insurance companies. Click here to enter text. 26) Describe the process bidder will use to help University employees resolve claims issues. Click here to enter text. 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. Click here to enter text. 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. Click here to enter text. 29) Provide information on bidder’s underwriting experience. Click here to enter text. 30) List the corresponding fees for every service identified as available but outside of the standard package (Exhibit A: Price Sheet). Click here to enter text. 31) Include bidder’s proposed service guarantees. Click here to enter text. 32) Describe bidder’s capabilities for on-line enrollment and customized web sites. Click here to enter text. 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. Click here to enter text. 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. Click here to enter text. 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). Click here to enter text. 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. Click here to enter text. 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. Click here to enter text. 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. Click here to enter text. 39) Provide any additional information that will enable Shawnee State University to make an informed decision. Click here to enter text.
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