P20/10022L Fully Insured Basic Life/ADD&D, Short Term Disability and Fully Insured Voluntary Life and Insurance

Agency: Pima Community College
State: Arizona
Type of Government: State & Local
NAICS Category:
  • 524114 - Direct Health and Medical Insurance Carriers
  • 524210 - Insurance Agencies and Brokerages
Posted Date: Dec 9, 2019
Due Date: Jan 20, 2020
Solicitation No: P20/10022L
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P20/10022L Fully Insured Basic Life/ADD&D, Short Term Disability and Fully Insured Voluntary Life and Insurance
Questions Due: December 16, 2019 @ 12:00 PM (MST)
Responses Due: January 20, 2020 @ 2:00 PM (MST)

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Proposal No. P20/10022L
December 9, 2019
Request for Proposal for
Fully Insured Basic Life/AD&D, Short Term Disability and Fully
Insured Voluntary Life and Insurance
Pima County Community College District (“College” or “District”) is seeking proposals from
qualified firms for Fully Insured Basic Life/AD&D, Short Term Disability and Fully Insured
Voluntary Life Insurance.
The deadline for receipt of sealed proposals is: January 20, 2020 at 2:00 PM (Arizona
Time). Sealed proposals must be received by this deadline at the following location:
Segal Consulting
Attn: Jeanna Carlton
1230 W Washington St, Suite 501
Tempe, Arizona 85281-1248
Any proposal received after the date and time listed above will be returned and will not
be considered.
Questions pertaining to this Request for Proposal (RFP) must be communicated in writing and
be received via email by December 16, 2019 at 12:00 PM (Arizona Time). Questions must be
sent to the email address below. Question(s) should include a reference to the appropriate page
and section number of the RFP. Questions and answers will be posted on the Pima Community
College webpage listed below by December 20, 2019 at 5:00 PM (Arizona Time):
Jeanna Carlton, Segal Consulting
jcarlton@segalco.com
Copies of the Request for Proposal, questions, and answers, and any related documents are
available on the Pima Community College Website:
https://www.pima.edu/administrative-services/purchasing/current-requests-for-proposals-bids-
quotes.html
Please contact Jeanna Carlton with Segal Consulting at jcarlton@segalco.com for the
attachments and exhibits not contained in this document. Since some of this information
contains confidential data, it will be sent to your organization upon receipt of a signed
confidentiality agreement using a secure email service.
Jan Posz, C.P.M.
Pima County Community College District
District Finance Office-Purchasing
4905 East Broadway, Room D-232
Tucson, Arizona 85709-1420
5600251v1/04246.002
Page 1 of 69
Section 1
Section 2
Section 3
Section 4
Section 5
Attachment A
Attachment B
Attachment C
Proposal No. P20/10022L
December 9, 2019
Table of Contents
Project Summary
Scope of Work
Proposal Preparation and Submittal
Selection and Contract Award
Proposal Form
Insurance
General Terms and Conditions
List of Vendor Exhibits
Exhibit 1 Intent to Propose
Exhibit 2 Scope of Work
Exhibit 3 Confidentiality Agreement
Exhibit 4 Prior and Pending Lawsuits
Exhibit 5 Fees/Rates Certification
Exhibit 6 Confidential and Proprietary Submittals
Exhibit 7 Deviations
Exhibit 8 Vendor Information Form
Exhibit 9 Questionnaire
Exhibit 10 Performance Guarantees
Exhibit 11 Reporting Requirements
Exhibit 12 Plan Comparisons
12 a. Basic Life & AD&D
12 b. Optional Life
12 c. Short Term Disability
12 d. Basic AD&D Benefits
Exhibit 13 Financial Workbook
13 a. Basic Life and AD&D Rates
13 b. Optional Life Rates
13 c. STD Rate
5600251v1/04246.002
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Proposal No. P20/10022L
December 9, 2019
Section 1
Project Summary
1. Request for Proposal Summary
Pima County Community College District (“College” or “District”) is seeking proposals from
qualified firms for Fully Insured Basic Life/AD&D, Short Term Disability and Fully
Insured Voluntary Life Insurance in accordance with the Scope of Work specified in this
Request for Proposal (RFP).
2. Entity Submitting RFP.
The terms “vendor”, “proposer”, “offerer”, “firm”, “consultant”, “company” or “contractor” used
in this RFP or any subsequent documents or communications related to this RFP are
interchangeable and mean the entity submitting a proposal and seeking to enter into a
contract for the goods and/or services requested in this RFP.
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Proposal No. P20/10022L
December 9, 2019
Section 2
Scope of Work
PROJECT SCOPE
It is the intention of the College to continue to offer the current plan designs for the July 1, 2020
through June 30, 2021 plan year.
The College is seeking proposals for the following services:
Fully-Insured Basic Life, AD&D and Optional Life
Fully-Insured Short Term Disability
Vendors may choose to submit a proposal for the Basic Life, AD&D and Optional Life only, the
Short Term Disability only, or any combination.
In each of these lines of coverage, the District wants you to match the current plan designs as
closely as possible.
Fully Insured Basic Life and AD&D, Optional Life, Short Term Disability
The following components should be included in your response to this section of the RFP:
1. ACCOUNT MANAGEMENT
Provide a designated Account Manager and Account Management Team
2. CUSTOMER SERVICE
Provide a designated call and claim unit with toll free telephone access.
Provide customer service to answer inquiries on claims, eligibility, services,
coverage, or other inquiries from participants Monday through Friday from
8:00 AM to 6:00 PM (AZ time)
3. OPEN ENROLLMENT SUPPORT
Attend three (3) days of Annual Open Enrollment Meetings in Tucson,
Arizona during normal business hours
4. COMMUNICATION/EDUCATION SUPPORT
Provide bilingual communication/educational materials
5. POLICIES/CERTIFICATES
Provide Policies and Certificates and mail to employees’ homes (standard
stock)
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Proposal No. P20/10022L
December 9, 2019
6. CLAIMS ADMINISTRATION
Provide claims forms
Receive claims and process payments of benefits in accordance with the plan
designs for all claims incurred
Correspond with participants and providers if additional information is
necessary to complete the processing of claims
Determine benefits payable under the Plan, pursuant to the terms and
conditions of the District’s Benefit Plan booklets
Coordinate benefits payable under the Plan and with other benefit plans, if
applicable
Provide notice to the Participants regarding the reason(s) for denial of
benefits (which are denied) and provide for the review of such denied claims
Provide notice to Participants in the form of an explanation of benefits for
claims transactions
Provide eligibility services, including, but not limited to, tracking and
determination of disability for adult children approaching and over age 26
Provide W2 and 1099 forms, if needed
Perform Recovery of Overpayments of $25 or more
Administer a Fraud and Abuse Detection Program
7. ELIGIBILITY/ENROLLMENT ADMINISTRATION/NOTICES
Accept eligibility from District’s online eligibility system with twice weekly
updates (file formats 834, CVS or flat file)
Administer eligibility based on the District’s eligibility criteria
8. REPORTING REQUIREMENTS
Provide timely management reports or internet access to monitor financial and
service level performance. Such reports must include the following information,
as applicable based on type of coverage being provided:
LIFE INSURANCE/AD&D
Annually
Enrollment, premiums, volume by coverage
Detailed paid claims and premium waivers by coverage (Basic, Optional,
etc.)
5600251v1/04246.002
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