STUDENT HEALTH AND ACCIDENT Web viewpage 1 of 18. rfp . 9208 cobra retiree premium billing ... request for proposal. to:

Page 1 of 18RFP 9208 COBRA RETIREE PREMIUM BILLING

ADMINISTRATIVE SERVICES

REQUEST FOR PROPOSAL

TO: RFP NO: 9208 DATE: October 15, 2009

CONTACT: Michael D. Sibert TELEPHONE: (660) 543-4001FAX: (660) 543-8345

PROPOSAL MUST BE RECIVIED NO LATER THAN:DATE: _October 23, 2009TIME: 2:00 p.m. CDST

Return Proposal To: UNIVERSITY OF CENTRAL MISSOURI PURCHASING OFFICE, GENERAL SERVICES BUILDING 102 W. SOUTH STREET WARRENSBURG, MO 64093

COBRA/RETIREE PREMIUM BILLING ADMINISTRATIVE SERVICES

The University of Central Missouri is requesting proposals from interested/qualified individuals or firms to provide and deliver administrative and compliance functions for the federal health care coverage continuation requirements under the Consolidated Omnibus Budget Reconciliation Active of 1985 (COBRA) as amended and including any new requirements including COBRA legislative changes that are or may be pending. This would include the provisions under The American Recovery and Reinvestment Act of 2009 (ARRA). Hereafter, these services are referred to as COBRA administrative services. Services are also being asked to include Retiree (both pre-65 and Medicare eligible) group health premium billing and collection. The purpose of this Request for Proposal (RFP) is to provide interested vendors withsufficient information to enable them to prepare and submit proposals for consideration by the University of Central Missouri (UCM)

IMPORTANT: 1) Proposals may not be accepted if the proposal designation name and number is not provided.2) Proposal must be prepared in accordance with Part Four Offer’s Instructions & Requirements Information. Those

proposals which are not in compliance may be deemed non-responsive. 3) The last day for questions regarding this RFP is 2:00 p.m. CDST, Tuesday October 19, 2009.4) The University of Central Missouri reserves the right to make no award, to make award in alternate methods, to

make award to multiple vendors, or to negotiate a suitable alternative for this project.

Buyer of Record: Michael D. Sibert, Director of Procurement & Materials Management



PART ONE

INTRODUCTION AND GENERAL INFORMATION

1. INTRODUCTION

This document constitutes a request for competitive proposals from qualified individuals and or companies to provide Cobra/Retiree Premium Billing Administrative Services

2. ORGANIZATION

2.1 This document, referred to as a Request for Proposal (RFP), has been divided into the following parts for the convenience of the proposer:2.1.1 Part One - General Information2.1.2 Part Two - General Requirements/Terms & Conditions2.1.3 Part Three – Scope of Work2.1.4 Part Four - Proposal Submission Information2.1.5 Part Five – Exhibits

3. PURPOSE OF PROPOSAL BACKGROUND INFORMATION – IN SUMMARY

3.1 The purpose of this Request for Proposal (RFP) is to provide interested vendors with sufficient information to enable them to prepare and submit proposals for consideration by the University of Central Missouri (UCM) to perform administrative and compliance functions for the federal health care coverage continuation requirements under the Consolidated Omnibus Budget Reconciliation Active of 1985 (COBRA) as amended and including any new requirements including COBRA legislative changes that are or may be pending. This would include the provisions under The American Recovery and Reinvestment Act of 2009 (ARRA). Hereafter, these services are referred to as COBRA administrative services. Services are also being asked to include Retiree (both pre-65 and Medicare eligible) group health premium billing and collection.

4. TERMINOLOGY/DEFINITIONS

4.1 Whenever the following words appear in this RFP the definition or meaning described below shall apply.

4.1.1 Amendment means a written, official modification to an RFP or to a contract.

4.1.2 Proposer/Offeror means the person or organization that responds to an RFP by submitting a bid/proposal with prices to provide the equipment, supplies, and/or services as required in the RFP document.

4.1.3 Buyer of Record means the procurement staff member of the Purchasing Office who shall be the contact person for this RFP.

4.1.4 Contract means a legal and binding agreement between two or more competent parties, for a consideration for the procurement of equipment, supplies, and/or services.



4.1.5 Consultant/Contractor means a person or organization who is a successful proposer as a result of an RFP and who enters into a contract.

4.1.6 Request for Proposal (RFP) means the solicitation document issued by the Procurement Office to potential proposers for the purchase of equipment, supplies and/or services as described in the document. The definition includes the Terms and Conditions as well as all Pricing Pages and Amendments thereto.

4.1.7 Must means that a certain action is a mandatory condition. Failure to provide or complete will result in a proposal being considered non-responsive and not evaluated any further.

4.1.8 May means a certain feature, component, or action is permissible, but not required.

4.1.9 Shall has the same meaning as the word must.

4.1.10 Should means that a certain action is desirable but not mandatory.

END OF SECTION



PART TWO

GENERAL REQUIREMENTS/TERMS & CONDITIONS

1. LENGTH OF AGREEMENT

1.1 The Agreement for the University to utilize the proposed services shall not bind, nor purport to bind, the University for any Commitment in excess of the contracted agreement period which shall be from January 1, 2010 through December 31, 2010. The University may renew the contract annually for an additional period of 4 one-year terms, running from January 1st through December 31st each term, through 2014.

2 PAYMENTS

2.1 Payment shall be made from based on services provided and accepted and via invoices presented to the appropriate which are itemized with proper supporting documentation.

3. AMENDMENTS TO AGREEMENT

3.1 Any change in the contract, whether by modification and or supplementation, must be accomplished by a formal amendment signed and approved by and between the duly authorized representatives of the Consulting Firm and the University.

3.2 Any amendment shall (1) specify an effective date, (2) specify any increases or decreases in the amount of the payments charged, (3) describe changes, if any, to the provisions of the lease contract, (4) be entitled as an "Amendment", and (5) signed by the parties identified in the preceding sentence. The Consultants expressly and explicitly understands and agrees that no other method and/or no other document, including correspondence, acts, and oral communications by or from any person, shall be used or construed as an amendment to the actual agreement.

4. APPLICABLE STATE LAWS

4.1 The contract shall be construed according to the laws of the State of Missouri. The Vendor(s) shall comply with all local, state, and federal laws and regulations related to the performance of the contract to the extent that the same may be applicable. Violation of any local, state or federal law and/or regulation shall be considered a material breach of this contract. The Vendor(s) must be registered with and maintain good standing with the Secretary of State of the State of Missouri and other regulatory agencies, as may be required by law or regulation.

5. ASSIGNMENTS

5.1 The Vendor(s) shall not transfer any interest in contract, whether by assignment or otherwise, without the prior written consent of the Office of Procurement and Materials Management.

6. RIGHTS

6.1 The University reserves the right to accept or reject any or all proposals, and to waive any



technicalities or irregularities in any proposal, and to make award to the response which in the University’s opinion is the most advantageous to the University. Each proposer agrees the submission of a proposal constitutes an agreement by the proposing firm to waive any legal claim against the University should the University fail to select their proposal.

7. REMEDIES

7.1 No provision in this document or in the Consultant's response shall be construed, expressly or impliedly, as a waiver by the University of any existing or future right and/or remedy available by law in the event of any claim or default or breach of contract made by the Consultant.

8. BANKRUPTCY OR INSOLVENCY

8.1 Upon filing for any bankruptcy or insolvency proceeding against the Consultant, whether voluntary or involuntary, or upon the appointment of a receiver, trustee, or assignee for the benefit of creditors, the Vendor(s) must notify the Vice President for Administration and the Director of Procurement immediately. Upon learning of the actions herein identified the University reserves all of the rights guaranteed to the institution under the agreement.

9. CONFLICT OF INTEREST

9.1 In accordance with all applicable provisions of the Revised Statutes of the State of Missouri, no official or employee of the University or its governing body and no other public official of the State of Missouri who exercises any functions or responsibilities in the review or approval of the undertaking or carrying out of the project covered by the contract shall voluntarily acquire any personal interest, directly or indirectly, in the contract or proposed contract.

9.2 The Vendor(s) covenants that he/she presently has no interest and shall not acquire any interest, directly or indirectly, which would conflict in any manner or degree with the performance of the services hereunder. The Vendor(s) further covenants that no person having any such known interest shall be employed or conveyed any interest, directly or indirectly, in the contract.

10. PAYMENT

10.1 The Vendor(s) agrees and understands that any payment due under the terms of the contract shall be made by the University of Central Missouri or other responsible party, in accordance with the terms of the proposal.

11. COMMUNICATIONS AND NOTICES

11.1 Any written notice to the Vendor(s) shall be deemed sufficient when deposited in the United States mail, postage prepaid, and addressed to the Vendor(s) at its address and/or carried and presented to an authorized employee of the Vendor(s) at its address.

12. VENDOR’S PERSONNEL/REPRESENTATIVE

12.1 The Vendor(s) agrees and understands that the University’s agreement of the contract is predicated, in part and among other considerations, on the utilization of the specific individual(s) and/or personnel qualification(s) as identified and/or described in the Consultant’s proposal. Therefore, the Vendor(s)



agrees that no substitution of such specific individuals and/or personnel qualifications shall be made without prior written approval of the University. The Vendor(s) further agrees that any substitution made pursuant to this paragraph must be equal or better than originally proposed and that the University’s approval of a substitution shall not be construed as an acceptance of the substitution’s performance potential. The University agrees that an approval of a substitution will not be unreasonably withheld.

12.2 Consultants are prohibited from assigning, transferring, conveying, subletting or otherwise disposing of this proposal or any resultant agreement or its rights, title, or interest therein or its power to execute such agreement to any other person, agent, broker, company, insurer or corporation without the previous written approval of the University.

13 CLARIFICATION AND MODIFICATIONS IN TERMS AND CONDITIONS

13.1 Where there appears to be variances or conflicts between the General Requirements/Terms and Conditions, the Technical Specifications/Scope of Work or Services outlined in this Solicitation, Amendments, and then the Technical Specifications/Scope of Work or Services, the General Requirements will prevail.

13.2 If any Vendor(s) contemplating submitting an Offer under this Solicitation is in doubt as to the true meaning of the specifications, the Vendor(s) must submit a written request for clarification to the University’s Procurement Department. The Vendor submitting the request shall be responsible for ensuring that the University receives the request in sufficient time to allow written clarification/response prior to bid opening or proposal closing.

13.3 ORAL STATEMENTS NOT BINDING: It is understood and agreed that the written terms and provisions of the contract shall supersede all oral statements of any and every official or other representative of the purchaser (University), and oral statements shall not be effective or be construed as entering into, or forming a part of, or altering this contract in any way whatsoever.

13.4 The Vendor, by affixing its signature to this Solicitation, certifies that its Offer is made without previous understanding, agreement, or connection either with any persons, firms or corporations making an Offer for the same items, or with the University. The Vendor also certifies that its Offer is in all respects fair, without outside control, collusion, fraud, or otherwise illegal action. To insure integrity of the University’s public procurement process, all Vendors are hereby placed on notice that any and all Vendors who falsify the certifications required in conjunction with this section will be prosecuted to the fullest extent of the law.

14 RESERVATIONS

14.1 The University reserves the right to make multiple awards, and splitting the award, if in the best interest of the University to do so.

14.2 The University reserves the right to conduct negotiations with the finalist(s) in order to reach an agreement that meets the University’s need and to accept revisions of proposals. During this negotiation period, the University will not disclose any information derived from proposals submitted, or from discussions with other Vendors. Once an award is made, the solicitation file and the proposals contained therein are in the public record.

END OF SECTION



PART THREE

SCOPE OF WORK – SPECIAL TERMS & CONDITIONSCOBRA / RETIREE PREMIUM BILLING


PurposeThe purpose of this Request for Proposal (RFP) is to provide interested vendors withsufficient information to enable them to prepare and submit proposals for consideration by the University of Central Missouri (UCM) to perform administrative and compliance functions for the federal health care coverage continuation requirements under the Consolidated Omnibus Budget Reconciliation Active of 1985 (COBRA) as amended and including any new requirements including COBRA legislative changes that are or may be pending. This would include the provisions under The American Recovery and Reinvestment Act of 2009 (ARRA). Hereafter, these services are referred to as COBRA administrative services. Services are also being asked to include Retiree (both pre-65 and Medicare eligible) group health premium billing and collection.

Scope & ObjectivesThis RFP contains instructions governing the responses to be submitted and the material to be included therein; a description of the required services as detailed in the current program contracts’ requirements, which must be met to be eligible for consideration; general evaluation criteria; background information; requirements to be met in the proposal; and contract terms and conditions.

The objectives of this RFP are as follows: 1. To ensure compliance with COBRA regulations; 2. To ensure accurate and timely COBRA administration, including premium collection/remittance,

issuance of notices to newly-eligible employees and participants subject to qualifying events, and termination of COBRA coverage for failure to pay premiums; and

3. To facilitate accurate reporting of COBRA and retiree status to the University and its insurance partner via a complete set of online management reports/queries.

4. To facilitate accurate payment and reporting of COBRA. 5. To ensure accurate retiree billing, premium collection from various sources, and accurate premium

payment and reporting.

Pre-Proposal ConferenceThere is no pre-proposal conference currently scheduled.

Rejection of ProposalsUCM reserves the right to reject any and all responses received from vendors as a result of this RFP, and to cancel this solicitation at any time prior to the execution of a contract.



ContractThe vendor is to supply the expected standard contract sample with the vendor’s proposal. Negotiations may be undertaken with vendors whose proposals show them to be qualified, responsible, and capable of performing the work. The initial term of the contract is anticipated to be one year with up to additional five (5) one-year renewals. A contract will be issued to the vendor who has been determined to meet the requirements and qualification criteria outlined in this RFP and to provide the most advantageous cost and terms for UCM at the time of selection. It is expected that the terms and conditions of the service provider will be considered when possible during the contracting process. The University will NOT allow any indemnification provisions in the agreement.

Incurring CostsUCM is not liable for any costs or expenses incurred by vendors prior to the issuance of a contract, including costs in the preparation or submission of their proposals, for attendance at any conferences, or for meetings related to this RFP.

Contractor ResponsibilitiesEach bid proposal must be signed by the individual representative of the vendor who has contracting authority. That individual will be the sole point of contact with regard to contractual matters.

Prime Contractor/SubcontractingThe selected vendor will be considered the prime contractor with respect to the awarded contract. Contracts and payments will only be issued to the prime contractor. Any use of subcontractors is not acceptable.

ProposalsTo be considered, proposals must consist of a complete response addressing the service items provided in this RFP. The vendor must agree that its proposal remains valid until January 1, 2010.

The contents of the successful vendor’s proposal and this RFP will become contractual obligations if and when a contract is executed. For this RFP, the proposal, as submitted, must remain valid during the entire solicitation, award, and contract finalization processes. During the evaluation, the issuing office may require clarification of certain aspects of a Supplier’s proposal. In general, a response will be required within three working days.

Contractor Responsibility ProgramVendors must certify that they are not currently under suspension or debarment by the Missouri Department of Insurance or any other state agency, or the federal government to the best of their knowledge.

Oral PresentationVendors submitting proposals may be required to make an oral presentation of their proposal to UCM. Such presentations provide an opportunity for the vendor to clarify the proposal and ensure a mutual understanding. The issuing office will schedule these presentations as required. In addition, an on-site facilities tour by UCM’s evaluation committee may be scheduled.



Project TimingThe project time line will be as follows.ACTIVITY DATERFP Released October 16, 2009Vendors’ response time October 16, 2009 to October 23, 2009Vendors’ Questions due October 19, 2009Vendors’ Proposals Due October 23, 2009Evaluate Proposals, select finalist & interviews (if required)

October 29, 2009

Select vendor (tentative) October 30, 2009Begin process to implement November & DecemberContract Effective Date January 1, 2010

Selection CriteriaThe following areas of consideration, which are not necessarily listed in order of relative importance, will be used in making the selection.

Service and Administration—The vendor’s understanding and capacity to provide comprehensive, high quality and efficient administrative and compliance services as well as its ability to absorb additional business in an effective, non-disruptive manner.

Professional Personnel—The competence and availability of personnel assigned to the job, measured by experience and education, with particular emphasis on experience with services similar to those described in the RFP.

Prior Experience—The performance with similar clients especially in terms of quality, relevancy, and applicability of other work.

Soundness of Approach—This refers to the implementation plan, service capabilities, proficiency, reporting ability, and accuracy with respect to the proposed services. Also important is whether the technical approach is completely responsive to all written specifications and requirements contained in the RFP and if it appears to meet UCM’s objectives.

Cost—The proposed fee structure over the duration of the contract as it relates to plan administration and compliance services. Cost will not necessarily be the deciding factor in the selection process.

Nature and Scope of the WorkThe selected firm will be responsible for providing COBRA administration services for new qualifying events and all ongoing administration of existing COBRA contracts as of January 1, 2010. These services would replace those currently being provided by Cypress Administration. Administration includes processing for active and retired Preferred Provider Organization health care plans administered by Blue Cross & Blue Shield of Kansas City (BlueKC), Dental plan administered by Delta Dental of Missouri and a vision plan administered by VSP, Inc.



The dependent care and medical flexible spending accounts (FSA) are handled by ASI and are NOT part of the services requested.

REQUIRED SUPPLEMENTAL INFORMATION

A. Company Information

1. What is the full business name of your organization?2. What is your business address? Are all services provided from this location?3. How long have you been providing COBRA and related Administration services?4. How many COBRA administration clients do you have?5. Approximately how many COBRA participants are you currently serving through your programs?6. Who will be the City’s primary and secondary contacts within your organization?

B. General Services 1. Provide comprehensive COBRA administration services in compliance with all applicable federal

legislation as detailed in this RFP for the health care programs provided to active and retired UCM employees. Please include any abilities to comply with recent proposed COBRA legislation.

2. Provide assurance that COBRA administration is in compliance with applicable laws. Provide to UCM on an ongoing basis written notification of the changes/updates regarding legal requirements, which impact COBRA administration.

3. Provide to qualified beneficiaries COBRA election notices via certified return receipt registered mail; confirmation of election received; first premium invoice and grace period; billing schedule, including premium amount, due date, and grace period; coverage cancellation notice; and conversion policy notice.

4. Provide address labels to the Human Resources Office of UCM for annual open enrollment notifications or as required for benefit notifications.

5. Provide comprehensive COBRA activity reporting to the Human Resources Office of UCM. Monthly activity reports should include a consolidated monthly report, accompanied by the monthly premium remittance, and a summary statement of administrative charges. Note any on-line system for notification or resource information. If charges are based on individual occurrences (for example, charge per qualifying event), this must be documented.

6. Provide individual enrollment forms for newly elected (and paid) subscribers to the Human Resources Office of UCM on at least a weekly basis.

7. Provide notification of any undeliverable mail for reasons such as incorrect address or refusal to accept certified mail.



8. Provides certificates of coverage in accordance with the Health Insurance Portability and Accountability Act (HIPAA) for elected COBRA coverage.

9. Services are requested to include the provision of initial HIPAA notices, with notification given to vendor of identification by UCM.

10. Provide proposal for invoicing and collection services for Retiree health program which would include maintaining data base of coverage, including rate changes upon attaining Medicare eligibility. Note the procedure for disbursing premium payments.

11. Describe your procedure for terminating COBRA coverage for non-payment of premium.

12. Briefly describe your procedures for handling partial or incorrect payments from COBRA participants.

13. Do you have online or Internet capabilities for COBRA continuants, plan sponsor and insurance carrier to access eligibility information, participant payment history, administrative activities and related reports? Does your system allow COBRA/retiree participants to schedule payments by electronic draft, direct deposit or other automatic mechanism? If yes, please describe.

B. Prior ExperienceThe vendor must have five years specific experience in administering the federal health care coverage continuation requirement under COBRA, as amended. This should include experience in administering these requirements for large employers, with emphasis on multiple locations and/or higher education organizations.

Regarding the proposal for retiree health plan contribution invoice and collection, provide details of all similar services performed for clients.

C. Personnel

1. Provide specialized services to University benefits staff and customer service to COBRA subscribers through a toll-free phone number by staff knowledgeable of the federal COBRA administration and HIPAA requirements.

2. Designate an Account Representative who is responsible and accountable for all services to be provided under this contract. The Account Representative must be responsible for coordinating the work performed at all UCM Warrensburg, MO. locations and will be the primary contact for the Human Resources Office of UCM.

3. Regarding Retiree billing and collection services, please provide information on personnel and resources that will support these services.

Work Plan & Samples



Provide an implementation time-line identifying each task and target date for a January 1, 2010, effective date. Indicate UCM involvement in each phase, from initial response through implementation.

Indicate expected UCM involvement and administrative responsibilities in ongoing administration. Provide samples of standard forms to be used, including notices sent to qualified beneficiaries and

COBRA subscribers and if applicable to Retirees receiving invoices. Provide samples of reports to be generated.

RATES –A. Provide the cost for COBRA administration services with rates guaranteed for a two-year period. The University is also asking that proposals be submitted for a three-year rate guarantee, with an option for up to total of 6-years; however, it is not mandatory that the vendor provide these rates or percentage not to increase rates in any one year. Any additional administrative costs due to proposed changes in COBRA regulations should be provided and labeled.

Do you have an implementation fee related to your services? If so, what is the fee for UCM? What does this fee cover?

For implementation can your system accept data from current carrier to populate your database? If so, what format will be required? If manually loaded, what is the fee if any?

How do you bill for your COBRA services? Identify any additional charges applicable to COBRA administration? Please provide a menu of

services and charges that UCM may wish to consider. Please provide a menu of your fees for HIPAA administration, if applicable. Please provide a menu of service fees for taking over administration and billing for retiree coverage. Please confirm that your system has the capability to accommodate various cobra and retiree premium

payment structures that UCM currently has in place. There are currently different classes with three benefits (medical, dental and vision) each with separate rates.

Does the administrator keep the 2% COBRA premium reduction surcharge?



Sample Schedule of Services & Fees SERVICE ITEM LIST FEE ONE TIME COSTS: Initial Set Up Fee $ Data Load $ AS NEEDED: COBRA Notice and Plan Alternative $ (Qualifying Event Notice) OR (Per Employee Per Month) – circle oneIncludes Proof of Mail, instructions, etc. COBRA General Notice $ (Sent to new Employees) MONTHLY: Monthly Maintenance Fee $ Past Due Notices $ Termination Notices $ COBRA Invoice Cost $ Retiree Invoice Cost $ Other (itemize - use second page if needed) $ TOTAL DUE $

Current COBRA Information:Is this a mid-year takeover? NO What is anticipated effective date? January 1,

2010Current COBRA Renewal Date: January 1, 2010

Current Open Enrollment Dates: December, 2009

Number of COBRA participants: Currently 2

Average number of Qualifying Events per month: 4

Are retirees covered for health benefits: Yes

If yes, how many are currently covered: 247

Average number of new hires per month: 5If outsourced, current administrator: Cypress (formerly HDM)Current Monthly COBRA Fee: $2.25 Per Employee Per MonthCurrent Monthly Retiree Premium Billing Fee: $2.25 Per Employee Per MonthCurrent Carrier and Plan InformationMedical carrier: BCBS of Kansas City Number of medical plans: Two (2) Dental carrier: Delta Dental of Missouri Number of dental plans: One (1)Vision plan: VSP Number of vision plans: Two (2)RX carrier: Part of BCBS of KC Plan Number of RX plans: One (1) – part of Medical

PlanDoes employer provide an EAP: Yes Does employer provide an FSA: Yes, through

ASIDo plans use rate sets or rate tables? Set Rates provided by Insurer



RequirementVendor Response

(Yes/No)1. Bidder has provided administrative services for a minimum of five (5) years.

2. Bidder currently provides administrative services for at least one client of the University’s size and complexity. Further, a client satisfying this requirement is listed as an RFP reference.

3. Bidder currently provides administrative services to a minimum of 20,000 eligible COBRA participants.

4. Bidder agrees to not pay commissions or contingency service fees.

BCBS of Kansas City (Estimated Current Enrollment)TIER PLAN A ($500 Deductible) PLAN B ($1,000 Deductible)Employee Only 859 20EE & Spouse: 98 6EE & Child: 88 0EE & Children: 25 2Family: 80 2RETIREES W/O MEDICARE: 114 0Retiree/Spouse w/o Medicare: 0 0Retiree/Spouse w Medicare: 13 0Retiree/ Child(ren): 4 0Retiree/Spouse w/o Medicare/Child(ren): 0 0Retiree/Spouse w/Medicare/Child(ren): 1 0Surviving Spouse: 1 0Retiree With Medicare: 75 0Retiree / Spouse w/o Medicare: 36 0Surviving Spouse: 1 0COBRA PARTICIPANTS 2 0

For the past 12 months, UCM COBRA participation:Employee Status EE Only EE/SP EE/Child EE/Children FAM

8/2008 0 1 0 1 09/2008 0 1 0 1 010/2008 0 1 0 0 011/2008 1 0 0 0 012/2008 1 0 0 0 01/2009 1 0 0 0 02/2009 2 1 0 0 03/2009 2 1 0 0 04/2009 2 1 0 0 05/2009 2 0 0 0 06/2009 2 0 0 0 07/2009 2 0 0 0 0



Retiree Health Billing:Employee's retired prior to 2007 have multiple scenarios:

Pre-65 retiree only - University pays entire amount – COBRA ADMINISTRATOR will need to bill UCM.

Pre-65 retiree and spouse or child(ren) - University pays retiree portion – COBRA ADMINISTRATOR will need to bill retiree for spouse/child and then also bill UCM for the retiree portion.

Post-65 retiree only and Retiree w/ Spouse/child – COBRA ADMINISTRATOR will need to bill the retiree for entire amount.

Employee's retired after 2007 have multiple scenarios:

Pre-65 retiree only - University pays a certain portion of premium - COBRA ADMINISTRATOR will need to bill UCM for partial premium and COBRA ADMINISTRATOR bill the retiree the other portion.

Pre-65 retiree and spouse/children - University pays a certain portion of retiree premium - COBRA ADMINISTRATOR will need to bill UCM for partial retiree premium and COBRA ADMINISTRATOR bill the retiree the other retiree portion plus the spouse/children premium.

Post-65 retiree only and Retiree w/ Spouse/child – COBRA ADMINISTRATOR will need to bill the retiree for entire amount.

Currently all except maybe two retirees are on auto debit so the premiums are generally not a problem collecting. UCM requires auto debit of all retirees but a couple are very elderly and have been paying by check.

END OF SECTION

PART FOUR



PROPOSAL SUBMISSION INFORMATION

1. SUBMISSION OF PROPOSALS

1.1 Proposals must be priced, signed, and returned (with all necessary attachments) to the Purchasing Office by the proposal receipt date and time specified on the first page of the RFP.

1.1.1 Specifically, any form containing a signature line must be manually signed and returned as part of the proposal.

1.1.2 The University may request proposers submit an electronic copy of the proposal or ask for other forms of digital information for the purposes of distribution during evaluations.

1.1 The proposer must respond/address each request in Part Three Scope of Work, and an overall agreement to Part Two General Requirements sections. Proposers that fail to address/respond to Part Two and Three with a response maybe considered as non-responsive and disqualified for further consideration for award.

1.2 Expenses: The University will not be responsible for any expenses incurred by a firm in preparing and submitting a proposal.

2. CLARIFICATION OF REQUIREMENTS

2.1 Proposers are strongly encouraged to read the Terms and Conditions of a Request for Proposal carefully prior to the submission of a proposal. The proposer must comply with all requirements stated in the document.

2.2 Any and all questions regarding specifications, requirements, competitive procurement process, etc., must be directed to the Buyer of Record as indicated on the first page of this RFP. Questions shall also be submitted in writing or may faxed to the Buyer’s attention at 660-543-8345. Please note the last day for questions on cover page.

2.2.1 Proposers are cautioned not to contact any other employee of the University concerning this RFP during the proposal and evaluation processes.

2.3 The proposer is advised that the only official position of the University is that position which is stated in writing and issued by the Purchasing Office as a Request for Proposal and any amendments thereto. No other means of communication, whether oral or written, shall be construed as a formal or official response or statement.

4. CONTRACT AWARD

Any award of a contract resulting from this RFP will be made only by written authorization from the Procurement Office of UCM.

END OF SECTION



OFFEROR’S STATEMENT OF RESPONSE SUBMISSION

*This document may be substituted by introductory business letter from interested and qualified firms, in so far as the information asked for is incorporated in such letter:

I (we) propose to furnish all labor or commodities necessary for the fulfillment of the Cobra/Retiree Premium Billing Administrative Services Contract for the University of Central Missouri as specified by the Owner

I (we) received Amendment number (fill in number received-- if none, write none.) _______________

Company Name: ________________________________

Signature Designated Company Officer: ________________________________

Printed Name & Title of Submitter: ________________________________

Submitted this __________ day of ______________________, ___________.

Address of Bidder ______________________________ ______________________________

Telephone Number ______________________________Fax Number ______________________________Email Address ______________________________Years in Business ______________________________

FOR CORPORATION ONLY Federal I.D. Number _____________________________________

If University of Central Missouri Supplier, current UCM account number: ______________________

END OF FORM



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