2021-0009-HR/BT Employee Benefit Program (NM Commodity Code(s): 95352,95380,91840)

Agency: Santa Fe County
State: New Mexico
Level of Government: State & Local
Category:
  • G - Social Services
  • R - Professional, Administrative and Management Support Services
Opps ID: NBD14263626617617959
Posted Date: Jul 20, 2020
Due Date: Aug 7, 2020
Solicitation No: 2021-0009-HR/BT
Source: Members Only
RFP 2021-0009-HR/BT Employee Benefit Program (NM Commodity Code(s): 95352,95380,91840)
2021-0009-HR/BT Employee Benefit Program

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SANTA FE COUNTY
COUNTY MANAGER’S OFFICE
REQUEST FOR PROPOSALS
EMPLOYEE BENEFIT PROGRAMS
RFP No. 2021-0009-HR/BT
JULY 2020
RFP No. 2021-0009-HR/BT
TABLE OF CONTENTS
Page
I. ADVERTISEMENT .......................................................................................................... 4
II. INTRODUCTION ............................................................................................................. 5
A. PURPOSE OF THIS REQUEST FOR PROPOSALS .......................................... 5
B. SCOPE OF WORK................................................................................................ 6
C. QUALIFICATIONS .............................................................................................. 7
D. INSURANCE REQUIREMENTS......................................................................... 7
E. PROCUREMENT MANAGER............................................................................. 8
F. DEFINITION OF TERMINOLOGY .................................................................... 8
III. CONDITIONS GOVERNING THE PROCUREMENT................................................. 10
A. SEQUENCE OF EVENTS .................................................................................. 10
B. EXPLANATION OF EVENTS ........................................................................... 11
1. Issue of RFP ........................................................................................ 11
2. Acknowledgement of Receipt Form.................................................... 11
3. Deadline to Submit Additional Questions........................................... 11
4. Response to Written Questions ........................................................... 11
5. Submission of Proposal ....................................................................... 11
6. Proposal Evaluation............................................................................. 12
7. Selection of Finalists ........................................................................... 13
8. Best and Final Offers from Finalists ................................................... 13
9. Oral Presentations (if applicable) ........................................................ 13
10. Finalize Contract ................................................................................. 13
11. Contract Award ................................................................................... 13
12. Right to Protest .................................................................................... 14
C. GENERAL REQUIREMENTS ........................................................................... 14
1. Acceptance of Conditions Governing the Procurement ...................... 14
2. Incurring Cost...................................................................................... 14
3. Prime Contractor Responsibility ......................................................... 14
4. Subcontractors ..................................................................................... 14
5. Amended Proposals ............................................................................. 15
6. Offeror’s Rights to Withdraw Proposal............................................... 15
7. Proposal Offer Firm............................................................................. 15
8. Disclosure of Proposal Contents ......................................................... 15
9. No Obligation ...................................................................................... 16
10. Termination ......................................................................................... 16
11. Sufficient Appropriation...................................................................... 16
12. Legal Review....................................................................................... 16
13. Governing Law .................................................................................... 16
14. Basis for Proposal................................................................................ 16
15. Contract Terms and Conditions........................................................... 16
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RFP No. 2021-0009-HR/BT
16. Contract Deviations ............................................................................. 17
17. Offeror Qualifications ......................................................................... 17
18. Right to Waive Minor Irregularities .................................................... 17
19. Change in Contractor Representatives ................................................ 17
20. Notice .................................................................................................. 17
21. County Rights...................................................................................... 17
22. Right to Publish ................................................................................... 17
23. Ownership of Proposals....................................................................... 18
24. Electronic Mail Address Required ...................................................... 18
25. Preferences by Santa Fe County.......................................................... 18
26. Double-Sided Documents.................................................................... 19
27. Living Wage Ordinance ...................................................................... 20
IV. RESPONSE FORMAT, SPECIFICATIONS AND EVALUATION ............................. 20
A. NUMBER OF RESPONSES ............................................................................... 20
B. NUMBER OF COPIES ....................................................................................... 20
C. PROPOSAL FORMAT, EVALUATION AND SCORING ............................... 20
1. Proposal Organization ......................................................................... 20
a. Letter of Transmittal .................................................................... 20
b. Offeror Submission Checklist...................................................... 20
c. Table of Contents ......................................................................... 20
2. Technical Proposal ............................................................................. 21
3. Cost Proposal....................................................................................... 21
4. Evaluation Factors …………………………………………………...21
5. Certifications and Preferences …………………………………….....22
D. INFORMATION............................................................................................... . 23
1. Time Frame ......................................................................................... 23
E. APPENDICES ..................................................................................................... 24
A. Acknowledgement of Receipt Form …………………………………24
B. Campaign Disclosure.…………….…………………………………..25
C. Resident Veterans Preference Certifications.…………………………28
D. Sample Agreement....…………………………………………………30
E. Proposal Scoring and Evaluation Information………………………..42
F. Critical RFP Notes....…………………………………………………44
G. Offeror Submission Checklist...………………………………………46
F. EXHIBITS
Exhibit 1_ SANTA FE COUNTY - INTENT TO BID_Rx RFP 2021
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RFP No. 2021-0009-HR/BT
I. ADVERTISEMENT
SANTA FE COUNTY
REQUEST FOR PROPOSALS
EMPLOYEE BENEFIT PROGRAMS
RFP No. 2021-0009-HR/BT
Santa Fe County is requesting proposals from licensed and qualified Offeror’s to provide
Employee Benefit Programs for the County. Specifically, the program includes but are not limited
to Prescription Drugs administration and management.
Santa Fe County has contracted with Gallagher Benefit Services Incorporated to provide
consulting services relative to this solicitation.
All proposals submitted shall be valid for one hundred-twenty (120) days subject to action by the
County. Santa Fe County reserves the right to reject any and all proposals in part or in whole. A
completed proposal shall be submitted in a sealed container indicating the proposal title and
number along with the Offeror’s name and address clearly marked on the outside of the container.
All proposals must be received by 2:00 PM (MDT) on Friday, August 7, 2020, to the Santa Fe
County Purchasing Office (Second Floor), 142 W. Palace Avenue, Santa Fe, New Mexico 87501
or proposals will also be accepted electronically using Dropbox. Please utilize this link to upload
your proposal. https://www.dropbox.com/request/j4pZQVoTP4zPrT45J0Df attention Bill Taylor via
email to wtaylor@santafecountynm.gov and to Ryane Little, Director, PBM Services and Rob
Campbell, Pharmacy Benefit Consultant, Gallagher Benefit Services at ryane_little@ajg.com and
robert_campbell@ajg.com respectively. By submitting a proposal for the requested services, each
Offeror is certifying that it is a qualified firm and its proposal complies with regulations and
requirements stated within the Request for Proposals.
EQUAL EMPLOYMENT OPPORTUNITY: All qualified Offeror’s will receive consideration of
contract(s) without regard to race, color, religion, sex or national origin, ancestry, age, physical
and mental handicap, serious medical conditions, disability, spousal affiliation, sexual orientation
or gender identity.
Request for proposals will be available by contacting Bill Taylor, Santa Fe County by telephone
at (505) 986-6373 or by email at wtaylor@santafecountynm.gov
PROPOSALS RECEIVED AFTER THE DATE AND TIME SPECIFIED ABOVE WILL NOT
BE CONSIDERED AND WILL BE REJECTED BY SANTA FE COUNTY.
Santa Fe County
Published: July 19 & 20, 2020
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RFP No. 2021-0009-HR/BT
II. INTRODUCTION
A. PURPOSE OF THIS REQUEST FOR PROPOSALS
Santa Fe County (County) has been self-funded for its medical and prescription drug
benefits since separating from the State of New Mexico’s employee benefit program in
2017. From 2017 through present, Presbyterian has provided medical and prescription drug
claims administration and management services as well as stop loss coverage to the
County.
The County is soliciting proposals from qualified firms interested in entering into an
agreement for prescription drug claims administration and management as described
herein, to ensure they are offering competitive, comprehensive benefits to their employees.
The County has contracted with Gallagher Benefit Services, Inc. (GBS) to provide
consulting services including the solicitation and evaluation process, the evaluation and
implementation process, as well as ongoing benefits consulting. Proposals should be
submitted concurrently to the County and GBS as outlined later in this solicitation.
B. SCOPE OF WORK
Offerors shall carefully read all information contained in this Request for Proposal
(RFP) and respond accordingly. Offerors must complete exhibits in the format
originally provided (i.e., Word and/or Excel). Do NOT alter the forms. You must
complete them as provided. Do not convert the exhibits to PDF format.
Offerors must complete all Questionnaires and Exhibits pertinent to all lines of coverage
being proposed as outlined in the Offeror Submission Checklist.
The County is seeking firms who offer the greatest flexibility regarding network, claim
systems, plan designs, and contract terms.
The County wishes to partner with firms who demonstrate a commitment to outstanding
customer service.
The County wishes to partner with firms who offer a comprehensive suite of state of the
art, online tools for both the Employer and the Employee.
1) Important Information:
a) The County is interested in prescription drug claims administration on a “bundled” or
“unbundled” basis. Proposals from medical claims administrators must provide a
“bundled” medical plan, to include ASO services for medical and prescription drug
claims administration, disease management, utilization and case management,
wellness, and Stop Loss coverage. Note that a separate RFP was issued relating to
medical claims administration, disease management, utilization and case management,
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