Proposal for Marketing

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Proposal for Marketing Powered By Docstoc
					                  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
                   The provisions of the actual policy will prevail.
THIS INFORMATION IS PROPRIETARY AND SHOULD NOT BE DISTRIBUTED.

				
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