RFP P492-24 Employee Life and Disability Insurance Addendum 2

Agency:	University of New Mexico Health System
State:	New Mexico
Type of Government:	State & Local
NAICS Category:	524210 - Insurance Agencies and Brokerages
Posted Date:	Mar 14, 2024
Due Date:	Apr 2, 2024
Solicitation No:	RFP P492-24
Bid Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

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THE REGENTS OF THE UNIVERSITY OF NEW MEXICO (THE “REGENTS”), for its public

operation known as the UNM HEALTH SCIENCES CENTER, specifically the UNM HOSPITALS,

(“UNMH”)

PURCHASING DEPARTMENT

933 Bradbury Dr. SE, Suite 3165

ALBUQUERQUE, NM 87106

ISSUANCE DATE: FEBRUARY 29TH, 2024

RFP P492-24 EMPLOYEE LIFE AND DISABILITY INSURANCE

1. Offer Due Date/Time: ALL OFFEROR PROPOSALS MUST BE RECEIVED AT THE

ADDRESS ABOVE FOR REVIEW AND EVALUATION BY THE PROCUREMENT SPECIALIST

OR DESIGNEE REFERENCED ON THIS COVER PAGE NO LATER THAN 2:00 PM MOUNTAIN

STANDARD TIME/DAYLIGHT TIME ON TUESDAY APRIL 2nd 2024. Proposals received after

this deadline will not be accepted. The date and time of receipt will be recorded for each proposal. Any

proposal received after the deadline will not be accepted and will be returned unopened. It is solely the

responsibility of each proposer to assure that its proposal is delivered at the specified place and prior to

the deadline for submission. Proposals, which for any reason are not so delivered, will not be considered

and will be returned unopened. All information must be entered in ink or typed and corrections must be

initialed. Proposals must be in a sealed envelope and must be clearly marked with the RFP number and

submission deadline (as listed above) in the lower left hand corner.

2. UNMH invites you (“Offeror”) to submit an offer for materials and/or services set forth in this

RFP. Please read carefully the instructions, specifications, and Standard Terms and Conditions, because

failure to comply therewith may result in an offer being classified as unresponsive and disqualified. New

Mexico civil and criminal law prohibits bribes, gratuities and kickbacks. (13-1-191 NMSA 1978)

3. Procurement Specialist Contact Information: The UNMH has assigned a Procurement

Specialist who is responsible for the conduct of this procurement whose name, address, telephone number

and e-mail address are listed below:

Name:

Telephone:

Address:

Shannon Rodgers

Title:

Procurement Specialist

505-272-9571

E-mail:

sjrodgers@salud.unm.edu

933 Bradbury Drive, SE, Suite 3165 Albuquerque, NM 87106

4. Public Disclosure: New Mexico Inspection of Public Records Act, Section 14-1-1 et seq., NMSA

1978 as Amended (“IPRA”) limits the UNMH’s ability to withhold prequalification and bid data to

trade secrets or records, the disclosure of which is exempt or prohibit pursuant to federal or state law.

5. Table of Contents:

Section I.

Section II.

Section III.

Section IV.

Exhibit A.

Exhibit B.

Exhibit C:

Exhibit D:

Introduction and General Information

Proposal Copies and Format

Additional Instructions to Offerors

Request for Proposal Terms and Conditions

Scope of Work

Evaluation Criteria

Resident Veterans Preference Certification

Authorized Signature Page

Exhibit E:

Exhibit F:

Exhibit G:

Exhibit H:

Exhibit I:

Exhibit J:

Exhibit K:

Exhibit L:

Exhibit M:

Small & Small Disadvantaged Business Certification

Conflict of Interest Certificate Form

Insurance Requirements

Certification and Disclosure regarding Payments to Influence certain Federal

Transactions (April 1991)

Cost Proposal (file contains the following tabs)

A Basic Life Benefits

Basic Life Costs

Voluntary Life Benefits

D Voluntary Life Costs

AD&D Benefits

LTD Benefits

G LTD Costs

H LTD Contract Details

STD Benefits and Costs

Information Security Plan

RFP Questionnaires (includes 5 tabs)

A Minimum Requirements

General Questionnaire

Basic and Voluntary Life and ADD Questionnaire

D LTD Questionnaire

STD Questionnaire

Intent to Bid form (Must complete & return to receive census and claim data)

Sample Performance Guarantee

Attachment A:

Attachment B:

Attachment C:

Attachment D:

Attachment E:

Attachment F:

Attachment G

UNMH Census File **MUST complete Intent to Bid form and submit to

Procurement Specialist (sjrodgers@salud.unm.edu ) and Lynn Brownlee

(Lynn_Brownlee@ajg.com)

UNMH Standard certificates

SRMC Reliance Standard certificates

Premium Rate History

UNMH Standard Claim and Premium data

SRMC Reliance Standard Claim and Premium data

UNMH Hartford STD certificate

SECTION I. INTRODUCTION AND GENERAL INFORMATION

The purpose of this Request of Proposals (RFP) is to solicit sealed proposals to establish contract(s)

through competitive negotiations for the procurement of goods and/or services as set forth in Exhibit A,

Scope of Work.

It is intended that this RFP will result in UNMH entering into a contractual agreement with one or more

successful Offeror(s), for an Initial Contract Term of up to Three (3) year(s) with an option to

automatically renew for additional terms, as provided for in NMSA 13-1-150 (Multi-Term Contract).

Continuation of the contract(s) is contingent upon satisfactory contract compliance by the Contractor, as

determined by UNMH. The UNMH must approve all contract renewals, amendments and adjustments.

1.1 Forms and Exhibits. The RFP Submission Forms and Exhibits and the other documents requiring

execution by the Offeror shall be completed and signed by a duly authorized representative of the

Offeror. Proposals should be completed without delineations, alterations, or erasures. Should there

be any discrepancy between the original and any of the copies, the original shall prevail.

1.2 Requirements. For purposes of this RFP:

1.2.1 “must” and “shall” indicate that the requirement is mandatory, subject to provisions of this

RFP; and

1.2.2 “should”, “could” and “may” indicate that the requirement is discretionary.

1.3 Notice. The Offerors are put on notice that from the date of issue of the RFP through any award

notification of the Agreement:

1.3.1

1.3.2

1.3.3

1.3.4

Only the Procurement Specialist is authorized by the UNMH to amend or waive the

requirements of the RFP pursuant to the terms of this RFP;

Offerors should not contact any of the staff at UNMH, (except for the Procurement

Specialist) in regards to this RFP, unless instructed to in writing by the Procurement

Specialist;

Under no circumstances shall the Offeror rely upon any information or instructions from

the Procurement Specialist, UNMH employees or their agents unless the information or

instructions is provided in writing by the Procurement Specialist in the form of an

addendum; and

UNMH, their employees, nor their agents shall be responsible for any information or

instructions provided to the Offeror, with the exception of information or instructions

provided in an addendum by the Procurement Specialist.

1.4 Information

1.4.1

1.4.2

1.4.3

Offeror to Review. The Offeror must carefully review this RFP and ensure that the Offeror

has no reason to believe that there are any uncertainties, inconsistencies, errors, omissions,

or ambiguities in any part of this RFP. Each Offeror is responsible for conducting its own

investigations and due diligence necessary for the preparation of its Proposal.

Offeror to Notify. If the Offeror discovers any uncertainty, inconsistency, error, omission

or ambiguity in this RFP, the Offeror must notify the Procurement Specialist in writing

prior to submitting the Offeror’s Proposal.

Offerors shall not: Claim after submission of a Proposal that there was any

misunderstanding or that any of the conditions set out in Section 1.4.1 Offeror to Review

were present with respect to this RFP; or hold any staff of UNMH liable for any

uncertainty, inconsistency, error, omission, or ambiguity in any part of this RFP.

1.5 Clarification and Questions

1.5.1 Submission. Offerors may request clarification of this RFP by:

1.5.1.1

1.5.1.2

1.5.1.3

1.5.1.4

Submitting all requests for clarification by email to the Procurement Specialist

identified on page 1 of this RFP or as otherwise directed by the Procurement

Specialist;

Including the Offeror’s address, telephone number, facsimile number and email

address;

If the question pertains to a specific section of this RFP, reference should be

made to the specific section number and page; and

Submitting all requests for clarification no later than 2:00 PM MST/MDT,

THURSAY MARCH 7TH, 2024.

1.5.2

Questions and Answers. The UNMH will provide Offerors with written responses in the

form of addenda to questions that are submitted in accordance with Section(s) 1.5.1 and

1.6. All addenda shall form part of this RFP. Questions and answers will be distributed in

numbered addenda. In answering the Offeror’s questions, the Procurement Specialist will

include in all addenda the questions asked but will not attribute the questions to any

Offeror. Notwithstanding the foregoing, the Procurement Specialist may in its sole

discretion answer similar questions from various Offerors only once, edit the questions for

clarity, and elect not to respond to questions that are either inappropriate or not

comprehensible.

1.6 Issued Addenda. Each Offeror shall be responsible for verifying before submitting its Proposal

that it has received all addenda that have been issued. All addenda will be posted on the UNMH

proposal website visit http://hsc.unm.edu/health/about/bids-proposals/proposals.html. Instructions,

clarifications or amendments which affect this RFP may only be made by addendum.

1.7 Amendments to the RFP. UNMH shall have the right to amend or supplement this RFP in

writing prior to the Closing Time. No other statement, whether written, oral or inferred, will

amend this RFP. The addenda shall be binding on each Offeror.

1.8 Clarification of Offeror’s Proposal

1.8.1

1.8.2

UNMH shall have the right at any time after Proposal submission, to seek clarification from

any Offeror in respect of such Offeror’s Proposal, without contacting other Offerors.

UNMH is not obliged to seek clarification of any aspect of a Proposal.

Any clarifications sought shall not be an opportunity to either correct errors or to change

the Offeror’s Proposal in any substantive manner. In the clarification process, no change in

the substance of the Proposal shall be offered or permitted. Subject to the qualification in

this Section, any written information received by UNMH from an Offeror in response to a

request for clarification from UNMH shall be considered part of the Offeror’s Proposal.

1.9 Verification of Information. UNMH shall have the right to:

1.9.1 Verify any Offeror statement or claim by whatever means the UNMH deems appropriate,

including contacting persons in addition to those offered as references, and to reject any

Offeror statement or claim, if the statement or claim or its Proposal is patently unwarranted

or is questionable; or

1.9.2 Access the Offeror’s premises where any part of the work is to be carried out to confirm

Proposal information, quality of processes, and to obtain assurances of viability; and

1.9.3 The Offeror shall cooperate in the verification of information and is deemed to consent to

UNMH verifying such information.

RFP P492-24 Employee Life and Disability Insurance Addendum 2

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