Self-Insured Workers’ Compensation Third Party Administration & Related Services PRE-PROPOSAL CONFERENCE: December 11, 2014 Civil Service Conference Room, 611 Walker, 4th Floor Annex, Houston, TX

Agenda Introduction Kim Smith Demographics Helaine Rumaner Roles and Responsibilities John Quinley RFP Review Shannon Pleasant Contract Requirements Evaluation Committee Selection Process Estimated Timeline MWBE and Pay or Play Velma Laws Proposal Tec Demo Jeff Spencer

Demographics The City of Houston (26) twenty-six departments 22,000+ employees, 5,300 classified Police employees 3,800 classified Fire employees 3,600 Public Works/Engineering employees

Average Salary (Biweekly) Demographics   Civilian Fire Classified Police Classified City-wide Average Salary (Biweekly) $1,846 $2,323 $2,368 $2,056 Total # of Employees 12,583 4,050 6,612 21,792 Average Age 46 41 43 45 Average Tenure 11 15 16 13

WC Summary 1,821 workers’ compensation claims per year 473 involving compensable lost time 1,200 claims open at any given time 1,854 Pre-authorizations per year 25,563 Bill Reviews per year 4,274 Prescription submissions per year Total of  $729,632.00 paid prescriptions per year 252 Peer Reviews per year 175 Required Medical Evaluations per year

Roles , Responsibilities and Requirements John Quinley Senior Vice President, Marsh Risk Consulting (314) 342-2443 John.L.Quinley@marsh.com Consultants Role and Responsibilities

Contract Requirements Listed below are some of the requirements of this contract. Performance Based Contract with Standards, which must be met Requiring a Good Faith Effort the meet the 24% MWBE goal Established Monthly, quarterly and annual reporting requirements Must work City hours and Holidays Assume full financial responsibility for WC related administrative violations Agree to measure program improvements and their outcomes

Contract Requirements Have a full time dedicated on-site account manager Adjusters caseload of no more than one hundred ten (110) active (meaning TIBs have been paid or are being currently paid) Lost Time Claims. Provide a 24/ 7 claims intake Office located in Houston Texas Agree to be the official custodian of the workers’ compensation files during contract periods. .At this time the City dose not wish to pursue a Network

RFP Review Shannon Pleasant CTPM City of Houston Senior Procurement Specialist 832-393-8741 Shannon.Pleasant@houstontx.gov

Evaluation Committee An evaluation committee will develop a short list of Proposer(s) based upon the initial review of each Proposal received. The short listed Proposer(s) may be scheduled for a structured oral presentation, demonstration and/or interview At the end of the oral presentation, demonstration and/or interview, the evaluation of the short listed Proposer(s) will be completed. However, the evaluation committee reserves the right to visit locations, issue letter(s) of clarity when deemed necessary to any or all Proposer(s).

Selection Process The award of this contract(s) will be made to the respondent(s) offering the response which best meets the needs of the City. The City may make investigations, as it deems necessary, to determine the capabilities of the Proposer(s). The City reserves the right to reject any offer if the evidence submitted by or the investigation of the Proposer(s) fails to satisfy the City or the Proposer(s) is deemed unqualified to provide the services requested.

Estimated Timeline December 1, 2014 Date of issue of the RFP Questions to be answered at pre-proposal conference due December 8, 2014 Pre-Proposal Conference December 11, 2014 Proposals due from Proposers January 29, 2015 Oral presentations and site visits March 2015 Notification of intent to award (Estimated) April 2015 Council Agenda Date (Tentative) May 2015 Contract start date (Estimated) On or Before August 31, 2015

MWBE Participation and Pay or Play Velma Laws MWBE Participation and the Pay or Play Program

Proposal Tech Demo Jeffrey Spencer Proposal Tech Owner (877) 211-8316 jspencer@proposaltech.com