RFP AH-207545 Basic Life Insurance **SOURCING #155876**
| Agency: | Dallas Public Schools |
|---|---|
| State: | Texas |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Mar 25, 2024 |
| Due Date: | May 2, 2024 |
| Solicitation No: | RFP AH-207545 |
| Bid Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
RFP AH-207545 Basic Life Insurance **SOURCING #155876**
Closing Date: 5/2/2024
Closing Time: 2:00 P.M.
Bid Package: RFP AH-207545 Basic Life Insurance **SOURCING #155876**
Additional Files:
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 Proposal 155876
RFP AH-207545 Basic Life Insurance
Dallas ISD rev 1.0
Page 1 of 34
Request For Proposal 155876 RFP AH-207545 Basic 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
24-MAR-2024 08:00:00
31-MAR-2024 08:00:00
01-APR-2024 11:00:00
03-APR-2024 14:00:00
08-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 11:00 AM CST via TEAMS video conference on April 1,
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: 216 666 073 280
Passcode: UY8zvq
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 proposal 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.
SCOPE AND SPECIFICATIONS OF THE
PROPOSAL
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 in writing to
ahatchard@dallasisd.org.
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 proposal is being issued in accordance with Title 2 of the Code of Federal Regulations (2CFR) Part 200
Dallas ISD rev 2.0
Page 2 of 34
Request For Proposal 155876 RFP AH-207545 Basic Life Insurance
SCOPE AND SPECIFICATIONS OF THE
PROPOSAL
and ESSER (Elementary and Secondary Emergency Relief) requirements to procure vendors who provide
goods purchased by Dallas ISD using federal dollars. This proposal may be used with local, state, federal,
and grant-funded programs.
PURPOSE OF REQUEST FOR PROPOSAL (RFP)
The purpose of this Request for Proposals is to assist Dallas ISD with identifying solutions and benefits for
basic 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 seeks to provide employees with a basic life insurance plan at no cost to the employee.
Current coverage is $20,000 per employee, with the intent to increase coverage to $24,000.
SCOPE AND REQUIREMENTS FOR PROPOSAL
Proposal 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 where 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 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 easy access, and 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.
PROPOSAL SPECIFIC QUESTIONS
Plan Design
1. Proposers should provide quotes for basic life insurance benefits based as closely as possible on
District's current plan offerings. Describe any differences between the benefits quoted and District's current
plan. The requirements in this RFP is the current plan, pricing shows current enrollments as well.
-----------------------------------------------------------------------------------------------------------------------------------------------
Dallas ISD rev 2.0
Page 3 of 34
Request For Proposal 155876 RFP AH-207545 Basic Life Insurance
SCOPE AND SPECIFICATIONS OF THE
PROPOSAL
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
Customer Service
1. What are your customer service hours of operation?
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
2. Describe your quality control processes with respect to customer service.
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
3. What is the average hold time?
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
4. Do you provide an appeals process for denied claims? Please describe.
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
5. Do you provide online access for employees? Please describe the information available to employees
online.
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Dallas ISD rev 2.0
Page 4 of 34
Request For Proposal 155876 RFP AH-207545 Basic Life Insurance
SCOPE AND SPECIFICATIONS OF THE
PROPOSAL
Provide your answer below
6. Do you offer a mobile app?
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
7. Do you provide I.D. cards to all employees at no cost?
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
8. Are I.D. cards required to receive services?
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
9. How are they provided?
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Provide your answer below
10. Provide sample employee communication pieces as an attachment.
Group Service
1. Are you willing to participate in employee benefits fairs?
-----------------------------------------------------------------------------------------------------------------------------------------------
Type
……………………………………………………………………………………………………………………………..
Dallas ISD rev 2.0
Page 5 of 34
Sign-up for a Free Trial, Government Bid Alerts
With Free Trial, you can:
You will have a full access to bids, website, and receive daily bid report via email and web.
See Also
Event # Version Name Category Sub Category Type Reference Open Date Close Date
Dallas Area Rapid Transit
Event # Version Name Category Sub Category Type Reference Open Date Close Date
Dallas Area Rapid Transit
Event # Version Name Category Sub Category Type Reference Open Date Close Date
Dallas Area Rapid Transit
title project id closing date & time Mustang Beach Airport REBID NTB2316PARAN00010RB 05/08/2024
State Government of Texas
Bid Due: 5/08/2024