Legal Billing Cover Letter by lfy71805

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									                  TODAY'S DATE
      Thursday, February 04, 2010

                  PROPOSAL FOR


Okeechobee County School Board
                  BID DEADLINE
       Friday, February 19, 2010

                       FOR
           Christine McIntyre
       Sr. Marketing/Financial Client Manager

              Lester Morales
                     Producer

               Lisa Stephens
                  Client Manager
                           CLIENT:                                             Okeechobee County School Board
                           DATE OF PROPOSAL:                                   February 4, 2010

                                                                                                                COMPANY INFORMATION
                           COMPANY NAME                                        Okeechobee County School Board
                           ADDRESS 1                                           700 S. W. Second Avenue
                           CITY                                                Okeechobee
                           STATE                                               FLORIDA
                           ZIP CODE                                            34974
                           HEADQUARTERS                                        Okeechobee FL
                           NATURE OF BUSINESS                                  Education
                           CURRENT ENROLLMENT                                  Approx. 1032
                           MULTI - LOCATION                                    YES
                                                                                                                BROKER INFORMATION
                           COMPANY NAME                                        WILLIS OF FLORIDA
                           ADDRESS 1                                           3000 BAYPORT DRIVE
                           ADDRESS 2                                           SUITE 300
                           CITY                                                TAMPA
                           STATE                                               FLORIDA
                           ZIP CODE                                            33607
                           MARKETING CONTACT 1                                 CHRISTINE MCINTYRE, SR. MARKETING/FINANCIAL CLIENT MANAGER
                           PHONE #                                             813-490-6824
                           MARKETING CONTACT 2                                 CAROL SUHAR, FINANCIAL ACCOUNT EXECUTIVE
                           PHONE #                                             813-490-5196
                           PRODUCER                                            LESTER MORALES, EMPLOYEE BENEFIT CONSULTANT
                                                                                                           MISCELLANEOUS INFORMATION
                           QUOTING                                             Benefit Administration System
                           FUNDING                                             Fully Insured
                           DUE DATE                                            2/19/10 by 2:00 P.M. - RESPONSES AFTER DUE DATE WILL NOT BE ACCEPTED OR PRESENTED
                           EFFECTIVE DATE                                      04/01/10
                           DEFINITION OF ELIGIBILTY                            Full time (7 HRS); 4 HRS FOR GRANDFATHERED EES
                           WAITING PERIODS
                           PT EMPLOYEES                                        4 HRS per Day
                           STUDENT AGE                                         TO AGE 25 IF FULL TIME STUDENT
                           TERMINATION OF EMPLOYMENT                           Coverage ends the month following the month the employee is terminated in
                           DOMESTIC PARTNERS                                   NA
                           COMMISSIONS                                         SEE BID SPECS
                           REASON FOR MARKETING                                OUR CLIENT IS LOOKING FOR A VENDOR/PARTNER THAT CAN PROVIDE EXCELLLENT CUSTOMER SERVICE CAPABILITIES AND COMPETITIVE
                                                                               PRICING. CLIENT REQUIRES AN ADMINISTRATION SYSTEM THAT WILL INCLUDE ROBUST REPORTING CAPABILITIES.
                                                                                                                CARRIER EXPECTATIONS
                           CARRIER REPRESENTATIVES                             TO BE PRESENT AT MAIN SITES FOR OPEN ENROLLMENT (IF NECESSARY & WHERE APPLICABLE)
                                                                               BE AVAILABLE FOR FINALIST PRESENTATION, IF NECESSARY.
                           ACCOUNT MANAGER                                     DEDICATED ACCOUNT SERVICE AND BILLING MANAGER
                           MATERIAL DELIVERY                                   (TBD AT A LATER DATE)
                           ONLINE ADMINISTRATION                               MUST HAVE ONLINE ADMINISTRATION CAPABILITY AND CALL CENTER
                           ENROLLMENT MATERIALS                                MUST BE ABLE TO PROVIDE ENROLLMENT MATERIALS
                           TELECONFERENCE                                      AVAILABILITY TO JOIN IN ON POSSIBLE TELECONFERENCES
                           IMPLEMENTATION OF BENEFITS                          AN ON TIME GAURANTEE OF IMPLEMENTATION AND DELIVERY OF EMPLOYEE MATERIALS
                           DATA FEED                                           CAPABLE OF ACCEPTING FILES THAT ARE EDI/HIPAA 834 COMPLIANT

                                                                  * PLEASE DISQUALIFY YOUR PROPOSAL IN WRITING OR BY EMAIL IF YOU CAN NOT MEET EXPECTATIONS AS DESCRIBED ABOVE.




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                                                                                                          BID SPECIFICATIONS

                 BENEFIT ADMINISTRATION SYSTEM
                                                                OPTION    TOTAL BENEFIT ADMINISTRATION
                                                               OPTION 2   PLEASE QUOTE WITH CALL CENTER & WITHOUT
                                                               OPTION 3   MUST INTEGRATE WITH PAYROLL SYSTEM - SKYWARD
                                                               OPTION 4   MUST INCLUDE DEPENDENT ELIGIBILITY AUDIT & BILLING RECONCILIATION
                                                                 RATES    SHOW ITEMIZED LIST WITH EACH ASSOCIATED COST - PLEASE COMPLETE ATTACHED SPREADSHEET
                                                          QUETIONNAIRE    PLEASE COMPLETE ATTACHED QUESTIONNAIRE
                                                                          PLEASE INCLUDE PERFORMANCE GUARANTEES.

                                                              OUR CLIENT MAY CHOOSE TO ENGAGE IN AN OUTSIDE AUDITOR. PLEASE INDICATE WHETHER YOUR PERFORMANCE
                                      PERFORMANCE GUARANTEES GUARANTEES WILL BE HONORED BASED ON THE RESULTS OF THIS EXTERNAL AUDIT.
                                               IMPLEMENTATION 30 TO 60 DAYS
                                                   COMMISSION NONE
                                                                                                          RATE GUARANTEES
                 YOUR PROPOSAL MUST GUARANTEE THAT ALL PREMIUM RATES, FEES, ETC. ARE GUARANTEED TO THE CONTRACT RENEWAL DATE. THESE CAN ONLY BE CHANGED AS OF A
                                                       RENEWAL DATE AND WITH AT LEAST 120 DAYS ADVANCE WRITTEN NOTICE TO WILLIS.
                                                                                    PROPOSAL FORMAT
                                        When looking through this proposal, there will be information that asks you to input "your" information.
                  The worksheets that require "your" information are highlighted in RED. We are asking you to complete this sheet and include it within your proposal.

                  This proposal workbook contains all the lines of coverage being marketed at this time. Should you have questions about this proposal please contact
                                                                          the Marketing Manager listed above.

                 Your proposal must include the following by the stated due date:
                                                                      Hard Copy AND electronic (e-mail) copy of the following:
                                                                      - Signed Signature by Bidder page
                                                                      - Quote Proposal (2 complete Hard copies)


                         As noted, written, manually signed, and sealed bid proposals will be received in room 210 of the District Office located at 700 SW 2nd Avenue,
                                                              Okeechobee, Florida by FRIDAY, FEBRUARY 19, 2010 BY 2:00 P.M..

                 These will be interpreted as your company's proposal. Therefore, it is important that any exceptions, deviations, etc. are noted on these forms.

                 All Information contained in this Request For Proposal is confidential and proprietary. This information must be used solely for the purpose of responding to the Willis Request for Proposal.

                 As noted, all proposals (hard copy and email versions) are due in the office of Willis by FRIDAY - FEBRUARY 19, 2010. The proposal is binding during the 90 day
                 period following the due date. A proposal may not be withdrawn or changed during this period without written agreement from Willis.


                                                * PLEASE DISQUALIFY YOUR PROPOSAL IN WRITING OR BY EMAIL IF YOU CAN NOT MEET EXPECTATIONS AS DESCRIBED ABOVE.




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                            STATEMENT OF COMPLIANCE

   (To be completed by an officer or other representative authorized to bind proposal.)


  I accept all of the terms of the Cover Letter and the bid specifications. I represent that
                   our bid is accurate and complete except as noted below:


Deviations:
List any deviations here.




Signature:

Name (print):

Title:

Organization:

Date:

Telephone:

E-Mail:
                              Okeechobee County School Board
                                 Benefit Administration Fee

          Total Benefit Admin Cost:
       *Assumes 1,032 Benefit Eligibles


Estimated First Year Cost                                       $0

One time set up Fees

Implementation/Open Enrollment Fee

Call Center Setup

Ongoing Administration
(12-Month Annualized Basis):

Assumes Benefit Eligible Employees:

Enrollment and Eligibility Services PEPM

Call Center

Communication

Annual Enrollment

On-going New Hires

Total Ongoing Administration                                    $0
 -Communications:
     -Personalized Enrollment Worksheets

     -Confirmation Statements

     -New Hire / Open Enrollment

Payroll File

Carriers

Reporting

Interface Change

Additional Fees:

COBRA

Flex Services

Dependent Eligibility Audit

Billing Reconciliation

Retiree Billing

Additional Services:

Travel Expense:

Postage, Shipping, Fullfillment':


Notes:


Term


                   Actual rates will be based on final enrollment
        THIS BENEFIT SUMMARY IS FOR ILLUSTRATION PURPOSES ONLY.
This proposal is not to be construed as an exact or complete analysis of the policies
                   The provisions of the actual policy will prevail.
THIS INFORMATION IS PROPRIETARY AND SHOULD NOT BE DISTRIBUTED.

								
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