RFI AH-207548 Accidental Death and Dismemberment **SOURCING # 151927**

Agency: Dallas Public Schools
State: Texas
Type of Government: State & Local
NAICS Category:
  • 524210 - Insurance Agencies and Brokerages
Posted Date: Apr 1, 2024
Due Date: May 2, 2024
Solicitation No: RFI AH-207548
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RFI AH-207548 Accidental Death and Dismemberment **SOURCING # 151927**

Closing Date: 5/2/2024

Closing Time: 2:00 P.M.

Bid Package: RFI AH-207548 Accidental Death and dismemberment **SOURCING #151927

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PURCHASING DEPARTMENT
9400 North Central Expressway, Suite 1510, Dallas, TX 75231
(972)925-4100
Request For Information 151927
RFI AH-207548 Accidental Death and Dismemberment
Dallas ISD rev 1.0
Page 1 of 39
Request For Information 151927 RFI AH-207548 Accidental Death and Dismemberment
Buyer HATCHARD, ANGELA
Email AHATCHARD@dallasisd.org
1 Header Information
1.1 General Information
First Advertisement Date/Issue Date
Second Advertisement Date
Pre-Proposal Meeting
Questions Deadline
Questions Response from the District
Solicitation Due
Anticipated Evaluation & Sel
Anticipated Approval/Award
31-MAR-2024 08:00:00
07-APR-2024 08:00:00
08-APR-2024 10:00:00
10-APR-2024 14:00:00
12-APR-2024 14:00:00
02-MAY-2024 14:00:00
16-MAY-2024 14:00:00
22-AUG-2024 18:00:00
Pre-Proposal
A pre-proposal meeting will be held at 10:00 AM CST via TEAMS video conference on April 8,
2024. Please submit (in writing) any questions regarding this RFP. Only written questions will be
considered. It is highly encouraged that all potential proposers participate and attend the pre-
proposal.
Join TEAMS Meeting: https://www.microsoft.com/en-us/microsoft-teams/join-a-meeting
Meeting ID: 256 982 371 931
Passcode: iW5XLG
1.2 Terms
Initial Term: 3
Renewal 1: 1
Renewal 2: 1
Any contract that results from this solicitation and upon Mutual Agreement of the awarded vendor and the
District, may be extended not to exceed a total of 5 years(s). If either party intends not to renew the Contract,
that party must give written notice to the other party no fewer than ninety (90) days prior to the expiration of the
then current term of the Contract. If the District fails to timely exercise any of the options to renew, all remaining
options to renew shall expire and terminate
1.3 Requirements
LENGTH OF CONTRACT
The term of this RFI shall be for a three (3) year agreement with two (2) successive one (1) year extensions
based on the long-range needs of the District and mutual consent of both parties not to exceed five (5) years
total.
PURPOSE OF REQUEST FOR INFORMATION
(RFI)
The purpose of this Request for Information is to assist Dallas ISD with identifying solutions and benefits for
accidental death and dismemberment to supplement Dallas ISD's medical benefit programs to meet the
objectives listed below:
Provide Dallas ISD employees with high-quality and valuable benefits at affordable pricing.
Provide full consideration and review of current plans compared to new and enhanced benefit
options available.
Contract with vendors that can offer superior service and resources to employees and benefits
staff.
District Goal:
The Dallas ISD intends to offer its employees an accidental death and dismemberment plan at an affordable
price.
Dallas ISD rev 2.0
Page 2 of 39
Request For Information 151927 RFI AH-207548 Accidental Death and Dismemberment
PURPOSE OF REQUEST FOR INFORMATION
(RFI)
SCOPE AND SPECIFICATIONS OF RFI
The Dallas Independent School District (Dallas ISD or District) is soliciting offers for the goods and/or
services specified in this document.
1. Questions concerning this solicitation document should be addressed to the Buyer's Email in writing.
2. Questions must be submitted by the deadline to allow sufficient time for responses prior to receipt/opening
date/time.
3. Responses to questions other than administrative questions will be provided to all potential offerors by
means of an addendum to the solicitation.
All vendors are encouraged to participate even if vendors are the sole source providers.
This RFI is being issued in accordance with Title 2 of the Code of Federal Regulations (2CFR) Part 200 and
ESSER (Elementary and Secondary Emergency Relief) requirements to procure vendors who provide goods
purchased by Dallas ISD using federal dollars. This RFI may be used with local, state, federal, and grant-
funded programs.
Scope of Work
The Dallas ISD is seeking to provide accidental death and dismemberment options for employees and their
family members.
RFI SPECIFICATIONS/REQUIREMENTS
Requirements
The company must have a dedicated account management team assigned to the District.
The company must provide regular utilization reports in a format agreed to by the District.
A minimum of five (5) years of experience is preferred in serving clients of similar size as Dallas ISD or
experience with school districts and/or governmental entities.
The company must be able to provide bilingual (Spanish) communications materials, web-based programs,
and customer service.
Access to a network of certified medical professionals in which Dallas ISD employees work and reside.
The company must demonstrate a strong technology infrastructure, including a web-based program and
smartphone capability.
The company must have compatible technology to send and receive HRIS files
The company must have industry-leading reporting capabilities.
The company's commitment to the customers must conform with the District's Core 4 Customer Service
Principles.
Focused--Student achievement is our primary focus. Whether staff members work directly with
students or support other staff members, every measure, initiative, and project should be
implemented and carried out with students as the focus.
Fast--Today's world revolves around immediacy-quick and easy access, fast resolutions. The
success of delivering services and products to customers in a timely manner is a critical
component in providing excellent customer service.
Flexible--Working toward a solution often requires being open to other ideas, bold in problem-
solving, and flexible in finding a way to provide a service or deliver a product.
Friendly--A positive culture starts with every staff member, no matter the issues or challenges.
Interaction with customers and colleagues should always demonstrate respect and kindness-
regardless of the answer or solution.
RFI SPECIFIC QUESTIONS - Additional
Attachments are permissible
Plan Design
Dallas ISD rev 2.0
Page 3 of 39
Request For Information 151927 RFI AH-207548 Accidental Death and Dismemberment
RFI SPECIFIC QUESTIONS - Additional
Attachments are permissible
1. Proposers should provide quotes for Accidental Death and Dismemberment based as closely as possible
on District's current plan offerings, including those that consist of low, moderate, and premium plan types.
(Current plan is attached)
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
2. Describe any differences between the benefits quoted and District's current plans.
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
3. Describe any discount programs or other program enhancements offered.
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
Customer Service
1. What are your customer service hours of operation?
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
2. Describe your quality control processes with respect to customer service.
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
3. What is the average hold time?
Dallas ISD rev 2.0
Page 4 of 39
Request For Information 151927 RFI AH-207548 Accidental Death and Dismemberment
RFI SPECIFIC QUESTIONS - Additional
Attachments are permissible
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
4. Do you provide an appeals process for denied claims? Please describe.
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
5. Do you provide Explanations of Benefits? If so, are they provided via paper or electronically?
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
6. Do you provide online access for employees? Please describe the information available to employees
online.
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
7. Do you offer a mobile app?
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Type
……………………………………………………………………………………………………………………………..
Provide your answer below
8. Do you provide I.D. cards to all employees at no cost?
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Type
……………………………………………………………………………………………………………………………..
Dallas ISD rev 2.0
Page 5 of 39

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