1-RFP-2025 Group Benefits Consultant Appendix A.pdf

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Appendix A

Offeror Identification, Management, Firm Expertise, and Resources Available Questionnaire:

The experience and reliability of the offeror’s organization are considered subjective in the evaluation process. Therefore, the Offeror is advised to submit any information that documents successful and reliable experience in past performances, especially those performances related to the requirements of this RFP.

Provide responses to the following questionnaire:

1. The successful respondent(s) organization(s) shall have been in business for at least 10 years or have staff with equivalent length of experience in the appropriate benefit areas. Please provide details on your organization and/or staff to support this requirement.

2. The firm should have at least one group actuary on staff or under contract.

3. Provide the most recent year’s annual reports, or comparable document, including detailed current profit and loss, assets and liabilities, and other relevant financial data.

4. Experience with public agencies is required. Experience with public agencies with significant union representation is also desirable. Please detail your organization’s experience with public agencies and union-represented agencies.

5. Name four (4) government agencies/municipalities for which you have provided similar services in the last five years, and provide a current contact name, email address, and phone number for each account.

6. What resources will your firm bring to this engagement? Discuss years of experience, client base, relevant expertise, and anything else you think would be important in convincing us that your firm is best suited to meet the requirements of this engagement.

7. Is your firm part of a national or regional organization? If yes, provide the corporation’s name and address. Describe how this relationship impacts your corporate philosophy, operation, and delivery of services.

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8. Where is the office located that will be providing the actuarial and consulting services to the city?

9. Does your office have access to a national network and/or links to a Washington, D.C. division or bureau that tracks legislation and regulatory compliance issues?

If so, be sure access to this service is included within your proposed annual fee.

10. Describe any staff relocations, computer system changes/upgrades, program changes, or telephone system changes that have occurred within the past twelve

(12) months. What is the status of these projects? Do you anticipate any additional changes in your organizational or operational structure within the next 12-24 months? If so, how may those changes affect the scope of services detailed in this RFP?

11. In your experience, what are the essential elements of a successful partnership between a consultant and a public sector client?

12. Has your company ever been terminated from a contract prior to expiration? If so, whom, when, and why?

13. Provide detailed information regarding any pending or threatened bankruptcy, litigation, liens, or claims involving the Offeror.