RFI AH-207539 Supplemental Life Insurance **SOURCING #151917**
| Agency: | Dallas Public Schools |
|---|---|
| State: | Texas |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Apr 1, 2024 |
| Due Date: | May 2, 2024 |
| Solicitation No: | RFI AH-207539 |
| Bid Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
RFI AH-207539 Supplemental Life Insurance **SOURCING #151917**
Closing Date: 5/2/2024
Closing Time: 2:00 P.M.
Bid Package: RFI AH-207539 Supplemental Life Insurance **SOURCING #151917**
Addendum #1:
Addendum #2:
Addendum #3:
Addendum #4:
Item File #1:
Item File #2:
Attachment Preview
PURCHASING DEPARTMENT
9400 North Central Expressway, Suite 1510, Dallas, TX 75231
(972)925-4100
Request For Information 151917
RFI AH-207539 - Supplemental Life Insurance
Dallas ISD rev 1.0
Page 1 of 39
Request For Information 151917 RFI AH-207539 Supplemental Life Insurance
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 17:00:00
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 08,
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
supplemental life insurance 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.
The Dallas ISD intends to offer its employees and their families a supplemental life insurance plan options at
an affordable price.
SCOPE AND SPECIFICATIONS OF RFI
The Dallas Independent School District (Dallas ISD or District) is soliciting offers for the goods and/or
Dallas ISD rev 2.0
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Request For Information 151917 RFI AH-207539 Supplemental Life Insurance
SCOPE AND SPECIFICATIONS OF RFI
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.
RFI SPECIFICATIONS/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 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.
The company must demonstrate a strong technology infrastructure, including web-based programs 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 customer services 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.
Dallas ISD rev 2.0
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Request For Information 151917 RFI AH-207539 Supplemental Life Insurance
RFI SPECIFIC QUESTIONS
Plan Design
1. Proposers should provide quotes for supplemental life insurance benefits based as closely as possible on
the District's current plan offerings. Describe any differences between the benefits quoted and the District's
current plans. (Dallas ISD's current plan is attached)
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Customer Service
1. What are your customer service hours of operation?
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2. Describe your quality control processes with respect to customer service.
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3. What is the average hold time?
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4. Do you provide an appeals process for denied claims? Please describe.
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5. Do you provide online access for employees?
Dallas ISD rev 2.0
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Request For Information 151917 RFI AH-207539 Supplemental Life Insurance
RFI SPECIFIC QUESTIONS
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Type
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6. Please describe the information available to employees online.
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7. Do you offer a mobile app?
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8. Do you provide I.D. cards to all employees at no cost?
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9. Are I.D. cards required to receive services? How are they provided?
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Please provide sample employee communication pieces in the attachment tab.
Group Service
1. Are you willing to participate in employee benefits fairs?
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Dallas ISD rev 2.0
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