HOOL
DISTRICT NO. 3
NOTICE OF REQUEST FOR PROPOSAL

REQUEST FOR PROPOSAL (RFP) NUMBER:
28-10-12

MATERIAL AND/OR SERVICE:
STUDENT ACCIDENT AND HEALTH INSURANCE

RFP DUE DATE:
MAY 30, 2007
TIME:
2:00 PM
M.S.T.

RFP OPENING LOCATION: Tempe Elementary School District No. 3
Finance/Purchasing
Department

3205 South Rural Road

PO Box 27708

Tempe, Arizona 85285


In accordance with the School District Procurement Rules in the Arizona Administrative Code (A.C.C.)
promulgated by the State Board of Education pursuant to A.R.S. §15-213, competitive sealed proposals
for the materials or services specified will be received by the Tempe Elementary School District, at the
above specified location, until the time and date cited. Proposals received by the correct time and date
will be opened and the name of each offeror shall be publicly read.

Proposals shall be in the actual possession of the District, at the location indicated, on or prior to the
exact time and date indicated above. Late proposals shall not be considered.

Proposals must be submitted in a sealed envelope with the Request for Proposal number and the
offerors name and address clearly indicated on the envelope. All proposals must be completed in ink
or typewritten. Additional instructions for preparing a proposal are provided herein.

OFFERORS ARE STRONGLY ENCOURAGED TO CAREFULLY READ
THE ENTIRE REQUEST FOR PROPOSAL.


Contact:


Claudia Leon, CPPB
Phone Number:
(480) 730-7166
Title:
Purchasing Manager
Fax Number:
(480) 730-7420
Email:
cleon@tempeschools.org
Date:
May 9, 2007


www.tempeschools.org/district/purchasing

Tempe Elementary School District No. 3
Page 2 of 23
RFP #28-10-12 Student Accident and Health Insurance

Table of Contents

Section











Page

Definition of Terms .............................................................................................................................

3
Uniform Instructions to Offerors .........................................................................................................

4
Uniform Terms and Conditions ..........................................................................................................

8
Special Terms and Conditions ...........................................................................................................

14
Scope of Work....................................................................................................................................

15
Evaluation Criteria/Proposal Format ..................................................................................................

17
School List..........................................................................................................................................

19
Offer and Acceptance Form ...............................................................................................................

20
Non-Collusion Affidavit.......................................................................................................................

21
Certificate of Insurance ......................................................................................................................

22
No Bid Response ...............................................................................................................................

23




DOCUMENTS REFERENCED:

You may access a copy of the documents referenced within this solicitation at the following web addresses:

Arizona Revised Statutes (A.R.S.) is available at

http://www.azleg.state.az.us/ArizonaRevisedStatutes.asp


School District Procurement Rules in the Arizona Administrative Code (A.A.C.) is available at
http://www.azsos.gov/public_services/Title_07/7-02.htm


I.R.S. W-9 form (Request for Taxpayer I.D. Number) is available at
http://ftp.fedworld.gov/pub/irs-pdf/fw9.pdf


Tempe Elementary School District No. 3 Purchasing Department information is available at
http://www.tempeschools.org/district/purchasing.htm
DEFINITION OF TERMS

Tempe Elementary School District No. 3
Page 3 of 23
RFP #28-10-12 Student Accident and Health Insurance
As used in this solicitation document, the terms listed below are defined as follows:

A.
Attachment means any item the Solicitation requires an Offeror to submit as part of the Offer.

B. Contract means the combination of the Solicitation, including the uniform and Special Instructions to
Offerors, the Uniform and Special Terms and Conditions, and the Specifications and Statement or Scope of
Work; the Offer and any Best and Final Offers; and any Solicitation Amendments (Addenda) or Contract
Amendments; and any terms applied by law.

C.
Contract Amendment means a written document signed by the Procurement Officer that is issued for the
purpose of making changes in the Contract.

D.
Contractor means any individual or business having a contract with the District to furnish goods and/or
services.

E.
Days means calendar days unless otherwise specified.

F.
Exhibit means any item labeled as an Exhibit in the Solicitation or placed in the Exhibits section of the
solicitation.

G.
Gratuity means a payment, loan, subscription, advance, deposit of money, services, or anything of more
than nominal value, present or promised, unless consideration of substantially equal or greater value is
received.

H.
Offer means bid, proposal or quotation.

I.
Offeror (Bidder, Vendor) means one who responds to a solicitation.

J.
Procurement Officer means the person duly authorized to enter into and administer Contracts and make
written determinations with respect to the Contract or his or her designee.

K.
Responsible means a bidder or offeror who has the capability to perform the contract requirements and the
integrity and reliability which will assure good faith performance.

L.
Responsive means a vendor who has submitted a bid which conforms in all material respects to the
requirements stated in the solicitation.

M.
School District (or District) means the School District that executes the Contract.

N.
Solicitation means an Invitation for Bids (IFB), a Request for Proposals (RFP), or a Request for
Qualifications (RFQ).

O.
Solicitation Amendment (or Addendum) means a written document that is authorized by the Procurement
Officer and issued for the purpose of making changes to the Solicitation.

P. Subcontract means any Contract, express or implied, between the Contractor and another party or between
a subcontractor and another party delegating or assigning, in whole or in part, the making or furnishings of any
material or any service required for the performance of the Contract.
UNIFORM INSTRUCTIONS TO OFFERORS

Tempe Elementary School District No. 3
Page 4 of 23
RFP #28-10-12 Student Accident and Health Insurance
1. Inquiries

A.
Duty to Examine. It is the responsibility of each Offeror to examine the entire Solicitation, seek clarification in
writing, and check its Offer for accuracy before submitting the Offer. Lack of care in preparing an Offer shall
not be grounds for withdrawing the Offer after the Offer due date and time nor shall it give rise to any Contract
claim.

B.
Solicitation Contact Person. Any inquiry related to a Solicitation, including any requests for or inquiries
regarding standards referenced in the Solicitation, shall be directed solely to the Solicitation contact person.
The Offeror shall not contact or direct inquires concerning this Solicitation to any other employee unless the
Solicitation specifically identifies a person other than the Solicitation contact person as a contact.

C.
Submission of Inquiries. The Procurement Officer or the person identified in the Solicitation as the contact for
inquires requires that an inquiry be submitted in writing. Any inquiry related to a Solicitation shall refer to the
appropriate Solicitation number, page, and paragraph. Do not place the Solicitation number on the outside of
the envelope containing that inquire since it may then be identified as an Offer and not be opened until after
the Offer due date and time.

D. Timeliness. Any inquiry shall be submitted as soon as possible and at least seven (7) days before the Offer
due date and time. Failure to do so may result in the inquiry not being answered.

E.
No Right to Rely on Verbal Responses. Any inquiry that results in changes to the Solicitation shall be
answered solely through a written Solicitation Amendment or Addendum. An Offeror may not rely on verbal
responses to its inquires.

F. Solicitation
Amendments/Addenda. The Solicitation shall only be modified by a Solicitation Amendment or
Addendum.

G. Pre-Offer
Conference. If a pre-Offer conference has been scheduled under this Solicitation, the date, time, and
location shall appear on the Solicitation cover sheet or elsewhere in the Solicitation. An Offeror should raise
any questions it may have about the Solicitation or the procurement at that time. An Offeror may not rely on
any verbal responses to questions at the conference. Material issues raised at the conference that result in
changes to the Solicitation shall be answered solely through a written Solicitation Amendment or Addendum.

H. Persons
with
Disabilities. Persons with a disabil