HomeMy WebLinkAboutSpecificationsNOTICE
QUEST FOR PROPOSALS
CITY OF SUNNY ISLES BEACH
REQUEST FOR PROPOSALS NO. 01-10-01
EMPLOYEE DENTAL, LIFE, LONG TERM DISABILITY, AND VISION INSURANCE
Notice is hereby given that the City of Sunny Isles Beach is requesting
proposals for Employee Dental, Life, Long Term Disability, and Vision
Insurance.
Sealed Bids will be received at City Hall, City of Sunny Isles Beach, 17070
Collins Avenue, Suite #250, Sunny Isles Beach, Florida, 33160, until 3:00 P.M.,
local time Friday, November 16, 2001, at which time they will be publicly opened
and read in the City Hall Commission Chambers. The envelope containing the sealed
bid must be clearly marked "IMPORTANT -BID ENCLOSED FOR EMPLOYEE
DENTAL; LIFE; LONG TERM DISABILITY, AND VISION [RFP No. 01-10 -
Ql-l:. Each proposer must submit one original and ten (10) copies of the complete
proposal package. Faxed or e- mailed bids will not be accepted.
Proposals, once received, become the property of the City, cannot be withdrawn,
unless withdrawal is based on the reasons set forth in the City's procurement
ordinance, and will not be returned to the proposers.
The City of Sunny Isles Beach reserves the right to accept or reject any or all bids, to
waive any informality, irregularity or technicality in any bid, to readvertise for bids, or
take any other such actions that may be deemed to be in the best interests of the City.
At the discretion of the City, firms submitting proposals may be requested to make
oral presentation as part of the evaluation process.
If any addenda are issued to the RFP, a good faith attempt will be made to furnish a
copy of such addenda to each of the persons or firms who, according to the records
of the City, previously received a copy of this RFP.
However, prior to submitting the proposal, it shall be the sole responsibility of each
proposer to contact the City to determine if addenda were issued and, if so, to obtain
such addenda. Please contact the Office of the City Clerk at (305) 947 -0606 or e -mail
to rbrown&the- beach.net to request a copy of the RFP package and any addenda.
Christopher Russo
City Manager
O SJNNY ,S,
CITY OF SUNNY ISLES BEACH, FLORIDA
17070 Collins Avenue, Suite 250
oP`.P Sunny Isles Beach, Florida 33160
tiF 99'" F`
f suY4 s (305) 947 -0606 Phone (305) 949 -3113 Fax
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REQUEST FOR PROPOSALS
FOR: Group Dental, Life, Long Term Disability, and Vision; Bid #01 -10 -01
1. Purpose. The purpose of this Request for Proposal is to seek qualified group
dental, life, long term disability, and vision insurance providers.
1.1 Procedure. Submit ten (10) sets of the complete proposal by the closing date and
time.
1.2. No reimbursement will be made by the City of Sunny Isles Beach for any costs
incurred in appropriation of the proposal or any presentation(s).
1.3. Property of City. All bids and accompanying documentation received from
bidders in response to this invitation to bid /Request for Qualifications shall
become the property of the City and will not be returned to the bidders. In the
event of contract award, all documentation and work product produced as part of
the contract shall become the exclusive property of the City. This subsection is
applicable to Requests for Proposals and Requests for Letters of Interest
documents, which also become property of the City.
1.4. By submission of a response hereunder, the respondee becomes responsible to
comply with the terms and conditions of the Purchasing Procedures Ordinance of
the City as may be amended from time to time. To the extent of any conflict, the
terms of this document control.
2. Background. The City of Sunny Isles Beach is estimated to have 15,000 residents. The
City of Sunny Isles Beach is located between the Atlantic Ocean and the Intracoastal
Waterway on the East and West and 193 d Street on the North and Haulover Beach Park
on the South. Our City standards stress a high quality of redevelopment with a focus on
creating visual corridors to the ocean, with access to the ocean as well as redevelopment
of Sunny Isles Boulevard and Collins Avenue with a focus on protecting the
environment, providing landscaping and developing aesthetically attractive structures.
The City of Sunny Isles Beach employs approximately 110 employees eligible for these
benefits.
2.2. The City is seeking qualified Dental, Life, Long Term Disability, and Vision
Insurance Providers.
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Qualification. Respondee must demonstrate expertise in design in providing group
dental, life, long term disability, and vision insurance.
3. Proposal.
4.1 The Contract is to be awarded on December 15, 2001 (date) and work to be
initiated on January 1, 2001 (date).
4.2 The first task will be to advise the City Manager with respect to providing
service shown in proposal.
4.3 Describe work in phases.
4.4 Cancellation of Invitations for Bids or Requests for Qualifications. An invitation
for qualifier for qualifications, or other solicitation may be cancelled, or any or all
qualifier may be rejected in whole, or in part, as may be specified in the
solicitation, with City's sole discretion. The reasons therefore shall be made part
of the contract file. Each solicitation issued by the City shall state that the
solicitation may be cancelled and that any qualifier may be rejected, in whole or
in part, within the sole discretion of the City. Notice of cancellation shall be sent
to all businesses solicited. The City shall give any rspondee the opportunity to
compete on any re- solicitation or any future procurement of similar items.
4.5 Correction or Withdrawal of Bids; Cancellation of Awards. In general, bids shall
be unconditionally accepted without alteration or correction, except as authorized
in this Ordinance. However, correction or withdrawal of inadvertently erroneous
bids before or after bid opening, or cancellation of awards or contracts based on
such bid mistakes, may be permitted, where appropriate. Mistakes discovered
before bid opening may be modified, or the bid may be withdrawn by written or
telegraphic notice received in the office designated in the invitation for bids prior
to time set for bid opening. After bid opening, no changes in bid prices or other
provisions of bids, prejudicial to the interest of the City, or fair competition, shall
be permitted. In lieu of bid correction, a low bidder alleging a material mistake of
fact may be permitted to withdraw its bid if:
(1) The mistake is clearly evident on the face of the bid document
but the intended correct bid is not similarly evident; or
(2) The qualifier submits evidence, which clearly and convincingly
demonstrates that a mistake was made. All decisions to permit the
correction or withdrawal of qualification, or to cancel awards or
contracts based on bid mistakes, shall be supported by a written
determination made by the Purchasing Agent.
(3) Notwithstanding the foregoing, the City Commission shall have
the authority to waive any and all irregularities in any and all
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4.
5.
qualifiers, or in the alternative, reject any proposal for qualifications.
Critical Issues. Describe any particular critical issues relating to timeliness or emphasis
on particular problem areas, etc.
Submittals. Include the following in your qualification:
6.1 Cover sheet of this Request for qualifications.
6.2 An informative, narrative report introducing your firm and location of the office
that will be responsible for the project.
6.3 A Statement of Qualifications.
6.4 A resume detailing experience and recommendations from prior jobs, if any.
6.5 Copies of the firm's professional licensures.
6.6 Any other forms that are required by the City and sample of similar work
performed by the firm.
6.7 Specification of how the final project will be submitted to the City, i.e., pad, GIF,
disk, etc.
6. Evaluation. Qualification will be evaluated using the following criteria. The criteria are
not listed in order of importance and additional criteria may be used. The City Manager
will have the final say on the evaluation criteria and will make the final selection in the
best interests of the City.
• Ability of professional personnel (including the
the capacity, ability and skill of the provider to
perform the contract; the character, integrity,
reputation, judgment, experience and efficiency
of the provider);
20 points
• Relevant Experience (including professional
licensure required when service of a skilled
nature as required by law to perform such
service and /or skill);
15 points
• Past Performance (including the quality of
performance of previous contracts);
15 points
• Recent, current and projective workloads (including
whether the provider can perform the contract
within the time specified without delay or
interference);
10 points
• Fee proposal
15 points
• Association with Sunny Isles Beach firm
5 points
• Demonstration of legal capability
10 points
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• Demonstration of Experience and ability to use
respondee in the future 10 points
7. Peformance. The respondee, upon award of any contract shall ensure that all items
supplied and/or work performed, comply with federal, state and local laws rules and
regulations as well as the terms of the contract.
8. Process. Respondee, upon award of the contract shall be responsible for management
and organization of all public hearings and meetings with City officials, citizens' and
business groups or other organizations as applicable. Any and all meetings and all costs
associated with responding to this process will be at respondee's expense with no
additional cost to the City.
9.1 Non - award. The City reserves the right in its sole and absolute discretion to reject
any and all qualifiers, to cancel and/or withdraw this RFQ at any time.
9.2 Responsible, Responsive Bidder. The City reserves the right to award any
contract to any respondee which it deems to offer the best overall service and be
the most responsible responsive bidder thereby the City is not bound to award any
contract based solely on the lowest quoted price and no contract is created until it
is signed with the approval of the City Commission. The City, in its sole and
absolute discretion, also reserves the right to negotiate separately with competing
firms as it deems to be in the best interest of the City and as permitted by law.
9.3 Negotiation. In the event the lowest, most responsive and responsible qualifier
for a project exceeds available funds, and the City Commission does not make
available additional funds, the City Manager is authorized, when time or
economic considerations preclude re- solicitation of qualifiers, to negotiate an
adjustment of the qualifying price as long as the scope of work is not changed
with the lowest, most responsive and responsible qualifier, in order to bring the
qualification within the amount of available funds. Final negotiation shall be in
written form, as approved by the City Manager and the City Attorney.
9.4 One Response. If only one responsive qualifier for commodity or contractual
service is received, in response to an Invitation for Qualifier, an award may be
made to the single Qualifier, if the City Manager finds the price submitted is fair
and reasonable, and that other prospective qualifier had reasonable opportunity to
respond, or there is not adequate time for re- solicitation. Further, the City
Manager reserves the right, if it is in the best interests of the City, to negotiate
with the sole Qualifier for the best terms, conditions and price. The City Manager
shall document the reasons that such action is in the best interest of the City.
Otherwise, the qualification may be rejected and:
1. New qualifiers may be solicited;
2. The sole qualifier maybe rejected.
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3. If the City Manager determines in writing that the need for the supply or
service continues, but that the price of the one qualifier is unreasonable and
there is not time for re- solicitation or re- solicitation would likely be futile, the
procurement may then be conducted under Section 6(D) or Section 6(F), of
Ordinance 2001 -101, as appropriate.
9. Taxes. The Respondee is responsible for paying any and all taxes associated with the
agreement.
10. Termination of Agreement. If the respondee fails to perform the conditions of the
agreement as specified and as interpreted by the Manager, the Manager shall provide
written notice of such violation.
11.2 The City reserves the right to terminate the agreement, without cause, with a 30-
day calendar written notice unless otherwise provided in the contract.
11.3 Termination and cancellation of any agreement will not relieve the respondee for
work rest which was to be completed prior to the termination or cancellation of
the agreement.
11.4 If the agreement is terminated for cause, respondee will be removed from the
City's vendor list.
11.5 The City Commission shall have the right to terminate the agreement in the event
the respondee files any petition or proceeding for bankruptcy relief or is
adjudicated to be bankrupt or insolvent or fails to pay just debts as they ordinarily
become due.
11.6 This agreement may not be terminated by the respondee unless otherwise
provided in the contract.
11. Insurance Requirements.
12.1 General. The respondee, including service - related respondees, shall purchase and
maintain for the entire life of the Project, including any and all approved time
extensions, until its final acceptance by the City, such insurance as will protect the
respondee from claims under Workers' Compensation, disability benefit laws or
other similar employee benefit laws; from claims for damages because of bodily
injury, occupational sickness or disease, or death of respondee employees; from
claims insured by usual or unusual injury liability coverage; from claims or injury
to or destruction of tangible property and from claims insured by usual
Commercial General Liability coverage. This includes loss of use resulting
therefrom, any or all of which may arise out of the respondee's operations under
the Contract Documents, whether such operations be by the respondee, or any sub
contractor, or by anyone directly or indirectly employed by any of them or for
whose acts any of them may be legally liable. The respondee's deductibles/self -
insured retentions shall be disclosed to the City and may be disapproved by the
City and may be reduced or eliminated at the sole discretion of the City. The
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respondee is responsible for the amount of any deductible or self - insured
retention.
12.2 Requirements for Certificates of Insurance. Respondee shall provide the City
with all required Certificates of Insurance which Certificates must be acceptable
to the City. Each Certificate of Insurance shall be provided to the City at least 15
days prior to coverage renewals requested by the City. The respondee shall
furnish complete copies of respondee's insurance policies, forms and
endorsements. If the respondee fails to obtain and maintain for the life of the
contract insurance required herby or to replace any such expired or cancelled
policies, the City may obtain and maintain such insurance with such company as
it deems satisfactory with those amounts expended by the City in payment of
premiums to be deducted by the City from the amounts due the respondee for
work covered by the contract.
12. Hold Harmless.
13.1 The City, its agents, employees and officials, both elected and appointed shall be
held harmless against all claims for bodily injury, sickness, disease, death or
personal injury or damage to property or loss of use resulting therefrom arising
out of performance of the agreement or contract, unless such claims are a result of
the City's sole negligence, as determined by the final arbiter of such claim.
13.2 The City, its agents, employees and official, both elected and appointed shall also
be held harmless against all claims for financial loss with respect to the provision
of or failure to provide professional or other services resulting in professional,
malpractice, or errors and omissions liability arising out of performance of the
agreement or contract, unless such claims are a result of the City's sole
negligence, as determined by the final arbiter of such claim.
13. Payment on Behalf of the City.
14.1 Respondee agrees to pay on behalf of the City, and to pay the cost of the City's
legal defense, as may be selected by the City, for all claims described in the Hold
Harmless paragraph 13 above, up through and including, all appellate levels.
14.2 Such payment on behalf of the City shall be, in addition to any and all other legal
remedies available to the City, and shall not be considered to be the City's
exclusive remedy.
15. Cone of Silence. You are hereby advised that this Invitation to Bid is subject to
the "Cone of Silence" in accordance with Miami Dade County Ordinance Nos 98-
106 and 99 -1. From the time of advertising until the City Manager issues his
recommendation, there is prohibition on communication with the City's
professional staff. This ordinance does not apply to oral communications at pre -
bid conferences, oral presentations before evaluation committees contract
discussions made to City Commission during any duly noticed public meeting,
contract negotiations with the staff following the award of an RFP, RFQ, RFLI, or
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bid by any City Commission, or communication in writing at any time with any
City employee, official, or member of the City Commission unless specifically
prohibited. A copy of all written communications must be filed with the City
Clerk. Violation of these provisions by any particular bidder or proposor shall not
be considered for any REP, RFQ, RFLI, or bid for a contract for the provision of
goods or services for a period of one year.
Any questions or clarifications concerning this Invitation to Bid shall be
submitted in writing by mail or facsimile to the City Clerk, 17070 Collins
Avenue, Suite 250, Sunny Isles Beach, Fl. 33160. Fax (305) 949 -3113. The bids
title /number shall be referenced on all correspondence. All questions must be
received no later than fifteen (15) calendar days prior to the scheduled bid
opening date. All responses to questions /clarifications will be sent to all
prospective bidders in the form of an addendum. NO QUESTIONS WILL BE
RECEIVED VERBALLY OR AFTER THE DEADLINE.
The City of Sunny Isles Beach reserves the right to accept any proposal or bid
deemed to be in the best interest of the City of Sunny Isles Beach, or waive any
informality in any proposal or bid. The City of Sunny Isles beach may reject any
and all proposals or bids.
16. Public Entity Crimes.
Section 287.133, Florida Statues, provides that a person or affiliate, as defined in
that Section, who has been placed on the convicted vendor list following the
conviction for a public entity crime may not submit a bid on a contract to provide
any goods or services to a public entity may not submit a bid on a contract with a
public entity for any contract for construction or repair of a public building or a
public work, may not submit bids on leases of real property to a public entity, may
not be awarded to perform work as a contractor, supplier, subcontractor, or
consultant under a contract with any public entity, and may not transact business
with any public entity in excess of the threshold of the amount provided in Section
287.017 for CATEGORY TWO ($25,000) for a period of 36 months from the
date of being placed on the convicted vendor list. Any such person or affiliate
convicted of a public entity crime shall provide written notice of such conviction.
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SWORN STATEMENT PURSUANT TO SECTION 287.133(3)(a)
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR
OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
1 . This sworn statement is submitted to
by
for
whose business address is
and (if applicable) its Federal Employer Identification Number (FEIN) is _
(IF the entity had no FEIN, include the Social Security Number of the
statement:
individual signing this sworn
1 understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a
violation of any state or federal law by a person with respect to and directly related to the transaction of
business with any public entity or with an agency or political subdivision of any other state or of the
United States, including, but not limited to, any bid or contract for goods or services to be provided to any
public entity or an agency or political subdivision of any other state or of the United States and involving
antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.
1 understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes
means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in
any federal or state trial court of record relating to charges brought by indictment or information after July
1, 1989, as a result of a jury verdict, nonjury trial, or entry of a plea of guilty or nolo contenders.
4. I understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes, means:
a. A predecessor or successor of a person convicted of a public entity crime; or
b. An entity under the control of any natural person who is active in the management of the entity and
who has been convicted of a public entity come. The term "affiliate" includes those officers,
directors, executives, partners, shareholders, employees, members, and agents who are active in the
management of an affiliate. The ownership by one person of shares constituting a controlling interest
in another person, or a pooling of equipment or income among persons when not for fair market value
under an arm's length agreement, shall be a prima facie case that one person controls another person.
A person who knowingly enters into a joint venture with a person who has been convicted of a public
entity crime in Florida during the preceding 36 months shall be considered an affiliate.
5. I understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes, means any natural
person or entity organized under the laws of any state or of the United States with the legal power to enter
into a binding contract and which bids or applies to bid on contracts for the provision of goods or services
let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The
term "person" includes those officers, directors, executives, partners, shareholders, employees, members,
and agents who are active in management of any entity.
Signature
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Date
NON - COLLUSIVE AFFIDAVIT
State of )
)ss
County of
deposes and says that:
being first duly sworn,
(1) He /she is the(Owner, Partner, Officer, Representative or Agent) of the
Bidder that has submitted the attached Bid;
(2) He /she is fully informed respecting the preparation and contents of the
attached Bid and of all pertinent circumstances respecting such Bid;
(3) Such Bid is genuine and is not a collusive or sham Bid;
(4) Neither the said bidder nor any of its officers, partners, owners, agents,
representatives, employees or parties in interest, including this affiant, have
in any way colluded, conspired, connived or agreed, directly or indirectly,
with any other Bidder, firm, or person to submit a collusive or sham Bid in
connection with the Work for which the attached Bid has been submitted;
or to refrain from bidding in connection with such Work; or have in any
manner, directly or indirectly, sought by agreement or collusion, or
communication, or conference with any Bidder, firm, or person to fix the
price or prices in the attached Bid or of any other Bidder, or to fix any
overhead, profit, or cost elements of the Bid price or the Bid price of any
other Bidder, or to secure through any collusion, conspiracy, connivance, or
unlawful agreement any advantage against the City of Sunny Isles Beach,
or any person interested in the proposed Work;
(5) The price or prices quoted in the attached Bid are fair and proper and are
not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part
of the Bidder or any other of its agents, representatives, owners, employees or parties in
interest, including this affiant.
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GENERAL REQUIREMENTS
PROPOSAL RETURN DATE
Sealed proposals will be received on behalf of the City by
Richard Brown - Morilla, City Clerk
The City of Sunny Isles Beach
17070 Collins Avenue, Suite 250
Sunny Isles Beach, FL 33160
until 3:00 p.m., local time November 16, 2001. Proposals shall be submitted in sealed packages
or envelopes plainly marked on the outside " City of Sunny Isles Beach, FL – Proposals for
Employee Dental, Life, Long Term Disability, and Vision —Bid # 01- 10 -01." Each proposer
must submit one original and ten (10) copies of the complete proposal package. Faxed or e-
mailed bids will not be accepted.
Proposals, once received, become the property of the City, cannot be withdrawn, and will not be
returned to the Proposers.
NEGOTIATIONS
Pursuant to Florida Statute 112.08, the City may elect to reject all proposals or enter into
negotiations with one or more of the proposers.
During the evaluation process, the City reserves the right, where it may serve the City's best
interest, to request additional information or clarifications from proposers or to allow corrections
of errors or omissions. At the discretion of the City, firms submitting proposals may be
requested to make oral presentation as pert of the evaluation process.
ADDENDA TO THIS RFP /EXPLANATIONS
If any addenda are issued to the RFP, a good faith attempt will be made to furnish a copy of such
addenda to each of the persons or firms who, according to the records of the City, previously
received a copy of this RFP.
Bidders desiring an explanation relative to this proposal must request it in writing no later than
fifteen (15) days prior to scheduled bid opening date. Direct inquiries as follows:
Richard Brown - Morilla, City Clerk
City of Sunny Isles Beach
Sunny Isles, FL 33160
Email : rmorilla @the- beach.net
Facsimile: (305) 949 -3113
Proposers would acknowledge receipt of such addenda on their proposal. Otherwise, the
proposal may be considered incomplete.
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USE OF PROPOSAL FORMS
Proposers MUST complete the appropriate Proposal Form(s) included in this RFP. All
blanks on the Proposal Form(s) must be completed; if a question or confirmation is not
applicable, it should be answered with an "N /A ". Supplemental information may be attached
to the Proposal Form(s). Failure to fully complete the appropriate Proposal Form(s) may be
cause of rejection of a proposal. Removal of any part of the proposal forms may invalidate
proposal.
If additional Proposal Form(s) are needed, photocopy or replicate as appropriate, and attach
such additional pages to the page on which the question or chart is stated.
The signature on the Proposer's Warranty(ies) must be that of an officer, partner or a sole
practitioner of the company making the proposal. The original proposal should be clearly
marked and should contain an original signature on the Proposer's Warranty.
WAIVER AND /OR REJECTION OF PROPOSALS
The City reserves the right to waive informalities in any proposals, to reject any and all proposals
in whole or in part, with or without cause, and to accept that proposal (if any) which in its
individual judgment will be in its best interest.
IRREVOCABILITY OF PROPOSAL
In consideration of the City allowing the proposer to make a proposal (offer), each proposer
agrees by offering a proposal (offer), that such proposal (offer) shall remain open, not subject to
revocation and shall be subject to City acceptance until ninety (90) days after the date indicated
in the RFP as the date the insurance coverage or service would incert, if accepted by the City.
NON - WARRANTY OF REQUEST FOR PROPOSALS
Due care and diligence has been exercised in the preparation of the RFP, and all information
contained herein is believed to be substantially correct. However, the responsibility for
determining the full extent of the exposures to risk and verification of all information therein
shall rest solely with those making proposals. Neither the proposed insured nor its
representatives shall be responsible for any error or omission in these underwriting submissions,
nor for the failure on the part of the Proposers to determine the full extent of the exposures.
COMPLIANCE WITH LAWS, RULES AND REGULATIONS
Each proposer is responsible for full and complete compliance with all laws, rules and regulation
including those of the Department of Insurance, which may be applicable to it.
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Failure or inability on the part of the proposer to comply with such laws, rules and regulations
(including failure to obtain Department of insurance approval for filings) shall not relieve any
proposer from its obligation to honor its proposal and to perform completely in accordance with
its proposal.
DEVIATIONS FROM MODEL PROGRAM
The contract terms and conditions stipulated in the RFP are those desired by the City of Sunny
Isles, and preference will be given to those proposals in full or substantial compliance with the
model program; and after allowance for any deviations, all proposals will be considered.
Proposers are cautioned that restrictive deviations from the model program must be clearly stated
on the Proposal Forms.
ATTACHMENT OF SPECIMIEN CONTRACT OF POLICIES
All Proposers must submit, as a part of their proposal, a complete specimen copy of any contract
or policy, including copies of all forms and endorsements (with the exception of those
endorsements set forth in this RFP), to which the City will be a party, if the City accepts the
proposal.
Unless, specifically noted to the contrary on the proposal form, the attachment of specimen
writing(s) to the proposal form shall not constitute notice to the City of the Proposer's intent to
deviate from the RFP in a restrictive manner. Unless specifically noted in at least full
compliance with the RFP, and the proposer expressly agrees to reform said writing(s) to the
extent inconsistent in a restrictive manner from the RFP. That is, the writing(s) shall be deemed
solely offer(s) of supplemental terms and conditions not otherwise treated in the RFP or a
broadening of terms and conditions to the benefit of the proposed insured beyond that required
by the RFP.
THE CITY OF SUNNY ISLES BEACH
LIFE, LTD, DENTAL & VISION
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PROPOSAL FORMS
PROPOSER'S IDENTIFICATION
Name of Insurer
FEIN/SS #:
Address:
Insurer Proposal
Contact:
Telephone Numbers
Daytime:
After Hours:
Fax:
Agent /Broker Firm:
Agent/Broker Account
Representative:
Telephone Numbers
Daytime:
After Hours:
Fax:
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MINIMUM QUALIFICATIONS
Provide your current financial rating from each of the following firms. If not applicable, please
indicate by "N /A ".
Rating Firm Rating
A. M. Best
If administration services are to be provided by an organization not rated by one or more of the
above designated ratings firms. Please provide the following:
1. As of the proposal return date specified in the RFP, how many consecutive years
has your organization maintained operations in the State of Florida.
2. Submits with its proposal its last audited financial statement issued by a
Certified public accountant, which is dated no earlier than eighteen months
prior to the proposal return date specified in the RFP.
GENERAL INFORMATION
Is the purchase of any of the proposed products contingent on the purchase of
any other group and /or individual products? Yes No
If Yes, indicate product and purchasing requirements:
2. Where is your administration and claims payment facility located?
If not local, how can employees and the City contact the claims and /or
administration departments: e.g; toll -free number?
3. How many weeks, after receipt of all required documentation, will a benefit
check be issued?
4. Is there a minimum enrollment requirement associated with the proposal
coverages?
Describe any special enrollment features your company offers to assist the
City with the annual enrollment: e.g: interactive voice response, on -site
enrollment computers, enrollment counselors, etc.
6. Does your company provide online billing capabilities?
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7. Does your company prepare individualized annual benefit statements
reflecting the value of all benefits; e.g., salary, retirement, sick leave,
insurance, etc.? Yes No
If Yes, indicate the associated costs:
a. Initial set -up fee
b. Per statement fee
8. Describe any other special programs, additional products or enhancements
beyond those requested in the RFP that this proposal included for the benefit
of the City employees.
DENTAL
1. Cost of Dental Services for December 1, 2001 through November 30, 2002.
Cost Component
Employee Only
Full Family
Dental Plan Option #1
$50 Deductible
100% Preventative
80% Basic Services
50% Major Services
50% Orthodontia
$1,000 Annual Maximum
(Non Orthodontia)
$1,000 Lifetime Maximum
Orthodontia
2. Indicate any variations from the current coverages included in the plan(s) proposed:
3. Describe any dental care limitation or restrictions. Do not refer the City to a specimen
contact or booklet.
4. Is coverage Portable?
5. If Yes, at same premium?
6. Describe any other special programs, additional products or enhancements beyond those
requested in the RFP that this proposal included for the benefit of the City
employees.
VISION
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1. Indicate the monthly premium for the vision care program:
Benefits Options Employee Only Full Family
2. Indicate any variations from the current coverages included in the plan(s) proposed:
3. Describe any dental care limitation or restrictions. Do not refer the City to a specimen
contact or booklet.
4. Is coverage Portable?
5. If Yes, at same premium?
DISABILITY
1. Please describe the disability plan(s) proposed:
2. Attach the proposed rates for disability plan(s) proposed.
3. Indicate the monthly premium for an employee with the following options included: (If
the exact benefit option combinations are not available, please indicate the differences.)
Benefit Options Monthly Premium
4. Indicate any variations from the current coverages included in the plan(s) proposed:
5. Complete the list below identifying the proposed plan provisions. Do not refer to
printed material in lieu of completion.
Maximum Monthly Benefit (Dollar Amount)
Available Issue Ages (Ages)
Waiver of Premium (Yes /No & # of days disabled
for waiting period.)
Minimum Monthly Benefit (Dollar Amount)
Maximum Benefit Period (months /age)
Pre - Existing Conditions Exclusions (Months)
Successive /Recurrent Disabilities (Months)
Pregnancy covered as any other illness (Yes /No)
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Alcoholism/Substance abuse covered as any other
illness (Yes /No)
Survivorship Benefit (Months)
Convertible (Yes /No)
Portability (Yes /No)
6. Describe the underwriting requirements for the initial offering to employees and
subsequent annual open enrollments (i.e., guaranteed issue, simplified issue, evidence
of insurability).
7. Restate the "definition for disability" in proposed policy. Do not refer to printed
material in lieu of completion.
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