R-97-11-25-10E - 11/25/1997!TEM 11
CLASS & ITEM DESCRIPTION
QUANTITY
UNIT
MAKE /MODEL
UNIT PRICE
EXTENSION
REINSURANCE(STOP -LOSS) IN ACCORDANCE WITH
SPECIFICATION NUMBER 18 -95 -0001 REVISED
OCTOBER, 1997, 9 PAGES ATTACHED AND EXHIBITS
A THROUGH H
1
SPECIFIC RATE:
1.1 EMPLOYEE
376
EE
1.2 DEPENDENT
118
DEP
2
AGGREGATE RATE INCLUDING MONTHLY REIMBURSEMENT
376
EE
3
CLAIMS LIABILITY FACTORS (125% CORRIDOR)
3.1 EXPECTED
EE &DEP
3.2 MAXIMUM
EE&DEP
4
CLAIMS ATTACHMENT POINT MAXIMUM
4.1 TOTAL MONTH
EE &DEP
4.2 TOTAL ANNUAL
EE &DEP
FACTORS AND ATTACHMENT POINTS SHALL NOT
BE AFFECTED BY THE INCREASE OR
DECREASE OF EMPLOYEE OR DEPENDENT COUNTS
BIDS SHALL ARRIVE IN THE OFFICE OF THE
CITY PURCHASER AT THE ADDRESS SHOWN
(HEREIN BY 2:00 P.M. ON :11 -14 -07
'8!ilb disk /excel
INVOICE TO:
City of Round Rock
Finance Department
221 East Main Street
Round Rock, Texas 78664 -5299
BID F.O.B. DESTINATION
UNLESS OTHERWISE SPECIFIED BELOW
DESTINATION:
City of Round Rock
221 E. MAIN ST.
ROUND ROCK, TX 78664
j3idder agrees to comply with all conditions below and on
reverse side of this IFB
INVITATION FOR RID (IFR)
CITY OF ROUND ROCK
221 E. Main Street
Round Rock, Texts 78664 -5299
FACIMI1E RESPONSES
SHAI.L NOl RE ACCEPFED
DATE: 11 3 97
SHOW BID OPENING DATE s
BID NUMBER IN LOWER LEFT
HAND CORNER OF SEALED 810
ENVELOPE B SHOW RETURN
ADDRESS OF BIDDING FIRM
ADDRESS:
CONTACT:
TELEPHONE NO.:
PAGE 1 OF 1 PAGES
Return Original and One Copy of Bid
BIDDER SHALL SIGN BELOW
BID OPENING DATE 2:00 P_M.:I 1 -14 -97
Bid Nureh :1 8-95-0001
F a //// / � / f //
AuthorizedSignature
Matt McCuen
Printed Name
shall disqualify bid
BUSINESS ENTITY TYPE: Stop Loss Carrier
11 -13- , _
Dat
SEE 1.6 ON BACK FOR INSTRUCTIONS:
TAX ID NO.:
LEGAL BUSINESS NAME: Southland Life TInsurance Co.
ADDRESS: 5780 Powers Ferry Rd NW
Atlanta, GA 30327 -4390
Matt MCCue11
972- 422 -6957
DELIVERY IN DAYS
By the signature hereon affixed, the bidder hereby certifies that neither the bidde nor the entity represented by the bidder. or anyone acting for such
ntity has violated the antitrust laws of this State, codified in Section 15.01 et seq., Texas Business and Commerce Code, or Federal antitrust
Iws, nor communicated directly or indirectly, the bid made to any competitor or ar y other person engaged in such line of business."
SOUTHLAND LIFE INSURANCE COMPANY
PROPOSAL OF MEDICAL EXCESS RISK FOR
City of Round Rock
Effective December 1, 1997
Claims Administrator: HBI
Based on 374 employees 255 single, 119 family
PPO Option Included? Yes
Brokerage Commission: 15%
Specific Stop Loss
Coverage: Medical, Prescription Drug
Contract Basis: Incurred in 15/ Paid in 12
All claims must be paid during the policy year and incurred during the policy year or during the three months prior to the policy effective date,
Monthly Rates
Specific Monthly Annual
Deductible Single Family Composite Premium Premium
$30,000 16.77 41.68 24.70 9,237 110,855
Aggregate Stop Loss
Coverage: Medical, Dental, Prescription Drug
Contract Basis: 15/12
All claims must be paid during the policy year and icurred during the policy year or during the three months prior to the policy effective date.
Monthly Attachment Factors
Specific Expected Annual Minimum
Deductible Single Family Composite Annual Claims Attachment Pt Attachment Pt
$30,000 150.43 373.82 221.51 795,309 994,136 845,016
Risk Corridor: 25%
Aggregate Premium Payment: $2.75 per participant per month
Monthly Aggregate Accommodation: Yes
Run -In Limit: N/A
Cost Summary
Assumes constant enrollment for 12 months. Excludes administration fees and any other fees.
Specific Annual Annual Annual Aggregate Estimated Annual
Deductible Specific Premium Aggregate Premium Attachment Level Maximum Liability
$30,000 +13;964 12,342 994,136 171-20
110, 855 i l r7 35
NOTE: QUOTE IS SUBJECT TO THE CONDITIONS, TERMS AND QUALIFICATIONS ON PAGE 2
SOUTHLAND LIFE INSURANCE COMPANY
PROPOSAL OF MEDICAL EXCESS RISK FOR
City of Round Rock
Effective December 1, 1997
Specific Stop Loss Conditions
Specific Lifetime Maximum: 100% of the eligible claims up to a maximum of $1,000,000 per covered person, less
the Specific Deductible for that person, shall be reimbursed by Southland Life Insurance Company.
-Actively-at-Work Option: A -A -W will be waived subject to satisfactory Disclosure Statement
- Advanced Funding Option: Included
- Pre - existing Conditions: lithe pre - existing condition wording in the underlying plan document has been in effect
for a minimum of 12 months and does not limit benefits due to a pre- existing condition, the Stop Loss policy will follow
the plan document. Otherwise, a 3/12 pre - existing conditions limitation will apply subject to any exceptions allowed
under the Health Insurance Portability and Accountability Act.
Aggregate Stop Loss Conditions
- Aggregate Maximum: 100% of the eligible claims for covered expenses of the Aggregate Attachment Point, up to a
maximum of $1,000,000, shall be reimbursed by Southland Life Insurance Company.
- Aggregate Stop Loss Reinsurance cannot be purchased without Specific Stop Loss Reinsurance.
Underwriting Terms
- Proposal is valid for fifteen days following the proposed effective date of coverage.
-Agent does not have the authority to bind or modify the terms of this quotation or the policy to be issued without prior
approval of Southland Life Insurance Company.
- Composite rates/factors are illustrative and cannot be sold.
-Any unfunded claims balance must be disclosed, otherwise such claims will not be considered eligible under
the Stop Loss Policy.
Qualifications
This quotation is based on standard policy provisions, limitations and exclusions and is subject to change upon receipt of
final enrollment, plan design changes, a completed Disclosure Statement, and the following information:
- Current Plan Document.
- Documentation of Claims Experience.
-Paid claims and enrollment: Within 2 months prior to the effective date, including any unfunded claim balance.
-Shock loss information (diagnosis /prognosis) for ongoing claims in excess of $15,000 including monthly and
projected expenses.
NOTE: All qualified information is subject to receipt within 31 days from the proposed effective date.
Additional Qualifications
Rates and factors are illustrative and are subject to change upon receipt of an enrolled census with an
accurate single/family split. Please clarify why the census is indicating a different single/family split than the
most recent month on the claims report.
This proposal is subject to confirmation that no more than 40% of plan participants are employed by the fire ad
police departments.
This proposal is based on the current Blue Choice PPO plan design. Please confirm BlueChoice is the PPO to
be quoted.
City of Round Rock
`Qualifications, continued
Please provide diagnosis and prognosis for all ongoing claims, in particular claimants with the folio ving claim
amounts $54,000 and 527,045.
Rates are subject to confirmation participants age 65 and older are Medicare primary, please confirm this is
correct.
Aggregate is subject to confirmation that the claims total of $934,471 for the prior year are gross of specific
reimbursements. Please verify that monthly dental and medical enrollment are the same.
If HBI continues as the claims administrator, we will agree to offer a 24112 specific contract at the same quoted
rates as the 15/12 contract. The run -in limit per individual will be set equal to the specific deductible.
Increase aggregate factors 4% for a 24112 aggregate contract. The aggregate run -in limit for a 24/12 is $196,000.
WHEREAS, the City of Round Rock has duly advertised for bids
for the City's EL,. Loss Re- insurance, and
WHEREAS, EL,. 61.4.64J/6& t has submitted the lowest
and best bid, and
WHEREAS,
� the City Council wishes to accept the bid of
662,(10441/25L4 ,� 4 ,AutLd.i
J , Now Therefore,
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK,
TEXAS, /Q��� ��
That the bid of .elitG� &0442 / 1,W1. 21.Aig is hereby accepted
as the lowest and best bid for the City's Stop Loss Re- insurance.
The City Council hereby finds and declares that written notice
of the date, hour, place and subject of the meeting at which this
Resolution was adopted was posted and that such meeting was open to
the public as required by law at all times during which this
Resolution and the subject matter hereof were discussed, considered
and formally acted upon, all as required by the Open Meetings Act,
Chapter 551, Texas Government Code, as amended, and the Act.
RESOLVED this 25th day of November., 1997.
ATTEST:
n:\WPDoS\ncsoiuxx \RS2i12se.weu /spy
E LAND, City Secretary
RESOLUTION NO. R- 97- 11- 25 -10E
CHARLE 'CV - •'J"ER, Mayor
City of Round Rock, Texas
Current
Renewal
Alternate 1
Alternate 2
Alternate 3
Alternate 4
ING**
Southland
Alternate 5
Blue Cross **
Blue Shield
Blue Cross**
Blue Shield
John Alden **
Risk
SL[ / **
Commonwealth
RAS / **
TransAmerica
ING
Southland
Paid
Paid
15/12
15/12
15/12
15/12
24/12
Paid
Paid
15/12
15/12
15/12
15/12
24/12
530,000
530,000
530,000
$30,000
$30,000
$30,000
$30,000
522.27
$24.50
$22.83
$20.01
$19.08
516.77
516.77
$60.15
$66.17
556.94
$49.65
$47.40
541.68
541.68
125%
125%
125%
125%
125%
125%
125%
52.54
$2.54
52.60
53.13
53.21
52.75
52.75
$219.00
5240.90
5226.67
5234.74
5128.47
5150.43
5156.45
$2I9.00
5240.90
$226.67
$234.74
5319.25
$373.82
5388.77
541,403.00
545,431.40
545,431 40
$45,431.40
545,431.40
S45,431.40
545,431.40
54,476.00
54,476.00
54,476.00
54,476.00
54,476.00
54,476.00
$4,476.00
$6,714.00
56,714.00
56,714.00
$6,714.00
$6,714.00
$6,714.00
56,714.00
$7,833.00
$7,833.00
57,833.00
$7,833.00
$7,833.00
57,833.00
57,833.00
$153,773.16
$169,166.76
$150,896.16
$131,890.68
$125,843.04
5110,634.00
5110,634.00
511,369.04
511,369.04
$11,637.60
514,009.88
$14,367.96
512,309.00
512,309.00
5225,568.20
5244,990.20
5226,988.16
5210,354.96
5204,665.40
$187,397.40
$187,397.40
5980,244.00
51,078,268,40
51,014,574.90
51,050,696.20
5847,465.56
5992,325.60
51,032,023.16
51,205,812.20
$1,323,258.60
51,241,563.00
$1,261,051.10
51,052,130.90
$1,179,723.00
51,219,420.56
Specific:
Aggregate:
Employee Only
Employee Family
Aggregate Corridor
Aggregate Premium
Attachment Point Factor (ee)
Attachment Point Factor (el)
Medical Admin
Dental
Pre - Certification
SI. David's PPO
Specific Stoploss Premium
Aggregate Stoploss Premium
Total Fixed Cost
Annual Attachment Point
Total Maximum Plan Cost
*Actively -At -Work applies
* *Actively -At -Work is waived
Calculation is based on Employee Only
City of Round Rock
254
Analysis of Alternate Quotations
Employee 4 Family 119
Assumptions: BC/BS + 10% on Fixed Factors and Attachment Paint
BCIBS + $0.90 on 'Medical Admin and +50.00 on Dental Admin
Alt Sloploss rates include a 15% commission paid directly by the carrier to TRG.
Note: Southland was also included in the preliminary spread but was misquoted without dental coverage in the aggregate.
The Southland numbers shown here were received by the City in the invitation for bid process.
0
0
N
DATE: November 20, 1977
SUBJECT: City Council Meeting, November 25, 1997
ITEM: 10. E. Consider a resolution awarding the bid for Stop Loss Reinsurance.
STAFF RESOURCE PERSON: David Kautz
The stop loss reinsurance provides coverage for the City's health plan claims payments which
exceed limits established by the City. This coverage protects the City's self- funded plan from
catastrophic losses.
Staff recommends awarding the bid to Southland Life Insurance Company for the Stop Loss
Reinsurance for the plan year which begins December 1, 1997.
A spreadsheet of comparative reinsurance costs is attached along with a summary of the
Southland Life Insurance Co. bid. The recommended bid is listed as Alternate 5 on the attached
spreadsheet.
A presentation will be made at the Council meeting.