TYLER INDEPENDENT SCHOOL DISTRICT
SPECIFICATIONS AND PROPOSAL FORMS FOR
STUDENT/ATHLETIC INSURANCE PROPOSAL NO.
The Tyler Independent School district request competitive sealed proposals of Student/Athletic Insurance
Coverage. The policies are to be for one year beginning on August 1, 2015. Multiple-year proposals will be
accepted. Also, the Tyler Independent School District may renew policies with awarded vendor up to a total of
three years, subject to the approval of Tyler ISD.
Competitive sealed proposals will be received at the Purchasing/Risk Management Office of the Tyler
Independent School District, 1319 Earl Campbell Pkwy., P.O. Box 2035, Tyler Texas 75710 until 2:00 p.m., June
22, 2015. Proposals received after this time, whether delivered in person or mailed, will not be accepted.
Prices must remain in effect for 90 days and no proposal may be withdrawn without written approval. The district
reserves the right to accept or reject any and all proposals, to waiver technicalities and to be the sole judge of
quality and equality.
For further information, contact Purchasing/Risk Management by calling 903-262-1010.
Attached are minimum requirements for proposal. Please attach a list of references of school districts using your
insurance company.
Proposal #051515
Page 1 of 7
Student/Athletic Insurance
for 2015-2016
For information, call (903) 262-1122
Instructions to Bidders:
1.
Basic and athletic coverage to include first $25,000 of loss.
2.
Catastrophic coverage to cover in excess of $25,000 of loss.
3.
Bidder to include details of plan coverage in the proposal.
4.
All proposals should be clearly marked “Student/Athletic insurance-proposal # 051515.
Proposal #051515
Page 2 of 7
Student/Athletic Insurance
for 2015-2016
TYLER INDEPENDENT SCHOOL DISTRICT
QUOTATIONS INSTRUCTIONS AND CONDITIONS
CAUTIONS:
THESE ARE THE ONLY APPROVED INSTRUCTIONS FOR USE IN YOUR PROPOSAL.
ITEMS BELOW APPLY TO AND BECOMES A PART OF THE TERMS AND CONDITIONS OF
PROPOSAL. ANY EXCEPTIONS MUST BE IN WRITING.
1.
All quotations must be made on the enclosed form and are subject to rejection if not made on this
for. Telephone quotations in lieu of this form will not be accepted. All quotations must be
received no later than the time and date set forth. The Board cannot be responsible for lateness
of receipt due to mail delays, or unavoidable circumstances. Proposals shall be submitted in a
sealed and properly identified envelope prior to time stated on the PROPOSAL NOTICE. The
envelope containing your proposal should be plainly marked as follows:
STUDENT/ATHLETIC INSURANCE PROPOSAL
PROPOSAL NO. 051515
OPEN 2:00 P.M. – June 22, 2015
2.
Late proposals properly identified will be returned to vendor unopened. Late proposals will not be
considered under any circumstances.
3.
All prices are to be F.O.B. destination and include all charges noted in specifications. Any parts
or accessories not specifically mentioned which are normally part of the equipment necessary to
complete the installation shall be included in the price. Proposal prices shall be firm for a period
of 90 days from opening date, and no proposals may be withdrawn without written approval.
4.
Vendors may be required to furnish evidence in writing that they maintain permanent places of
business and have adequate equipment, finances, and personnel to furnish the items offered
satisfactorily and expeditiously and that they are authorized dealers and can provide necessary
warranties for items they propose to furnish.
5.
When a particular catalogue, brand name, or manufacturer is specified, this is done to establish
type and quality desired and is not intended to eliminate competing articles of equal standards.
Proposals on brands of like nature and quality will be considered. If proposing on other than
referenced specifications, complete details, along with catalogues showing full specifications of
each item, should be made part of the proposal. If no substitutions are indicated, it will be
assumed that quotations are based on our specifications and vendor will be required to furnish
items as specified.
6.
Please bid at least two plans, an upper level plan and a second level plan.
7.
Must include both Student Accident and Athletic Insurance.
8.
The policy must include spring training, off-season, with no extra premium.
9.
All benefits must be based on Texas standards for payment.
Proposal #051515
Page 3 of 7
Student/Athletic Insurance
for 2015-2016
1319 Earl Campbell Parkway – PO. Box 2035, Tyler, TX 75710
Purchasing/Risk management Office
Tyler Independent School District
Attn: Purchasing/Risk Management Office
1319 Earl Campbell Parkway
P.O. Box 2035
Tyler, TX 75710
2015-2016 STUDENT / ATHLETIC INSURANCE
PROPOSAL FORM
Annual Premium
1.
2.
3.
Basic Individual Student Coverage
a.
School time
b.
24 Hour coverage
$__________________
$__________________
Athletic Coverage (UIL Class AAAAA, AAAAAA -6 Middle Schools)
a.
All sports and UIL Activities-12 month coverage-grades 7-12
$__________________
Catastrophic Coverage-includes all activities and sports.
a.
$5,000,000 maximum life time benefit
b.
Accidental death benefit amount $10,000
c.
Accidental dismemberment benefit amount $20,000
d.
In excess of $25,000 loss
$__________________
$__________________
$__________________
$__________________
Name of Firm
_______________________________________________________________________
Signed
_______________________________________________________________________
Typed Name & Title
_______________________________________________________________________
Address
_______________________________________________________________________
_______________________________________________________________________
Telephone Number
_______________________________________________________________________
Fax Number
_______________________________________________________________________
Please attach all specifications and information concerning proposal. Please attach a list of references of School
Districts using your insurance company.
Proposal #051515
Page 4 of 7
Student/Athletic Insurance
2015-2016
(Please duplicate this form for each proposal.)
TYLER INDEPENDENT SCHOOL DISTRICT
VENDOR ACCEPTANCE FORM
The undersigned Vendor, by signing and executing this proposal, certifies and represents to the Tyler
Independent School District that vendor has read the instructions and specifications provided in the proposal and
agrees to meet these requirements. The prices contained in this proposal have been carefully checked and are
submitted as correct and final and if proposal is accepted, agrees to furnish specifications. The Vendor also
certifies and represents that Vendor has no offered, conferred or agreed to confer any pecuniary benefit, as
defined by 1.07 (a) (6) of the Texas Penal Code or any other thing of value as consideration for the receipt of
information or any special treatment or advantage relating to this proposal; the Vendor also certifies and
represents that Vendor has neither coerced nor attempted to influence the exercise of discretion by any officer,
trustee, agent or employee of the Tyler Independent School District concerning this proposal on the basis of any
consideration not authorized by law; the Vendor also certifies and represents that the Vendor has not violated any
state, federal or local law, regulation or ordinance relating to bribery, improper influence, collusion or the like and
that the Vendor will not in the future offer, confer or agree to confer any pecuniary benefit other thing of value of
any officer, trustee, agent or employee of the Tyler Independent School District in return for the person having
exercised the person’s official discretion, power of duty with respect to this proposal; the Vendor certifies and
represents that it has not now and will not in the future offer, confer, or agree to confer a pecuniary benefit or
other thing of value to any officer, trustee, agent or employee of the Tyler Independent School District in
connection with information regarding this proposal, the submission of the proposal, the award of this proposal or
the performance, delivery or sale pursuant to this proposal.
Authorized Siganture___________________________________________________Date___________________
Proposal #051515
Page 5 0f 7
Student/Athletic Insurance
2015-2016
Tyler Independent School District
1319 Earl Campbell Parkway
Tyler, TX 75701
2015-1016
Additional Information for Student/Athletic Insurance Bids
Tyler ISD Contact Persons:
1.
Nakeia Burrell Budget, Purchasing/Risk Management Coordinator
903-262-1010
2.
Greg Priest
Athletic Director
903-262-3079
Coverage Specifications:
1.
Coverage to include all athletic and UIL sponsored events, grade 7-12
2.
The district is requesting student insurance proposals that include the following coverage
information.
a.
Field Trips – K-12
b.
Air Transportation
c.
Heat Exhaustion
d.
Catastrophic Coverage
e.
Auxiliary Groups – Cheerleaders, Band, Drill Team
f.
Off-Season Workouts During School Year
3.
4.
5.
UIL classification – 5A & 6A
Tyler ISD is composed of eighteen Elementary, six Middle, and two High Schools.
School Census.
Pre K – 5
6.
9557
6th – 8th
9th – 12th
3789
4592
Approximate number of participants in:
High School
Basketball
Football
Volleyball
Track
Soccer
Baseball
Golf
Softball
Swim
Tennis
Cross Country
Drill Team
Cheerleaders
Band
Total Student Population
Proposal #051515
Page 6 of 7
Middle School
151
385
102
166
331
101
37
73
38
92
112
283
53
704
Basketball
Football
Volleyball
Track
874
533
373
738
Cheerleaders
Band
95
1067
17,938
Student/Athletic Insurance
2015-2016
Tyler Independent School District
Premium and Claims Experience
Texas Monarch Management
Year of Coverage
2014-2015
2013-2014
2012-2013
Proposal #051515
Page 7 of 7
As of Date
4-1-15
4-1-15
4-1-15
Premium
168,983.00
179,761.00
179,761.00
Claims Paid to Date
107,104.23
98,980.19
109,292.50
Student/Athletic Insurance
2015-2016