11-Attachment 10 -Minimum Qualifications Acknowledgement.pdf

PDF 96 KB Posted

Attached to
Basic Life Insurance and Optional Life Insurance Program
Solicitation number
RFP-2026-004
Issued by
Milwaukee County, Mattoon Village, Wisconsin

About this file

This is a Minimum Qualifications Acknowledgement form for Milwaukee County's Request for Proposal to provide Basic Life Insurance and Optional Life Insurance programs in Wisconsin. The RFP seeks qualified and experienced firms to provide insurance coverage and full administrative services for the County's life insurance programs. The County intends to award a contract for an initial three-year term with renewal options. Willis Towers Watson Midwest, Inc. serves as Milwaukee County's Broker of Record for this procurement.

Respondents must meet specific minimum qualifications to be eligible for proposal submission and potential execution of a Confidential Information Agreement for census data access. Prospective vendors must possess a financial rating equivalent to A- or higher from AM Best, A3 or higher from Moody's, A- or higher from S&P, or A- or higher from Fitch at the time of proposal submission. Additionally, respondents must be in good standing with the State of Wisconsin and the state in which they are organized to do business, maintain appropriate licensing with the Wisconsin Department of Insurance for all benefits within the RFP scope, and demonstrate experience with ten or more clients exceeding 5,000 covered lives for both Life and AD&D coverage, with at least two of those clients being public sector entities within the past two years.

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Other files

File Type Posted
18-Exhibit B - Milwaukee County Life Experience Reports.pdf PDF
27-Addendum 7.pdf PDF
21-Attachment A- Milwaukee County - Marketplace Detailed Life Claims Report.xlsx XLSX spreadsheet
12-1 Basic Life Insurance and Optional Life Insurance Program RFP-2026-004.pdf PDF
15-Exhibit A - Benefit Plan Certificate and Certificate Rider.pdf PDF
5-Attachment 8 - Conflict of Interest.pdf PDF
1-Attachment 1 - Proprietary Info Disclosure Form.pdf PDF
22-Attachment B - Milwaukee County - Lives history.xlsx XLSX spreadsheet
7-Attachment 5 - Exceptions.docx DOCX document
9-Attachment 12 - Technical Proposal Questionnaire.xlsx XLSX spreadsheet
17-Exhibit A - Benefit Plan Certificate and Certificate Rider.pdf PDF
19-Pre-Proposal Conference-Basic Life Insurance and Optional Life Insurance Program.pdf PDF
13-Addendum 1.pdf PDF
14-Preproposal Meeting Registration Form -Basic Life Insurance and Optional Life Insurance Program RFP.xlsx XLSX spreadsheet
26-Addendum 6.pdf PDF
23-Addendum 3.pdf PDF
4-Attachment 7 - Respondent Information Sheet.pdf PDF
8-Attachment 5a - Milwaukee County Terms and Conditions.pdf PDF
20-Addendum 2.pdf PDF
24-Addendum 4.pdf PDF
3-Attachment 4 - Sworn Statement of Respondent.pdf PDF
6-Attachment 9 - Certification re Debarment Suspension.pdf PDF
25-Addendum 5.pdf PDF
16-Exhibit B - Milwaukee County Life Experience Reports.pdf PDF
2-Attachment 2 - EEOC.pdf PDF
10-Attachment 11- Confidential Information Agreement.pdf PDF
Show all 26

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Attachment 10 - Minimum Qualifications Acknowledgement

The Respondent acknowledges that the following minimum qualifications are required in order to submit a proposal in response to the Basic Life Insurance Request for Proposals (RFP) and, only if applicable, to be eligible to execute a Confidential Information Agreement for access to census data.

By completing this form, the Respondent certifies and acknowledges that it meets each of the minimum qualifications. Specifically, the Respondent affirms the following:

a. Respondent possesses a financial rating equivalent to the following at the time of proposal submission:

i. AM Best: A- or higher

ii. Moody’s: A3 or higher

iii. S&P: A- or higher

iv. Fitch: A- or higher

b. Respondent is in good standing with the State of Wisconsin (and the State in which it is organized to do business) and is qualified to provide the benefits and services in this RFP to clients within the State of Wisconsin, including, but not limited to, maintaining appropriate licensing with the Wisconsin Department of Insurance for all benefits within the scope of this RFP.

c. Respondent has ten (10) or more clients in excess of 5,000 covered lives for both Life and AD&D coverage, with at least two (2) of those clients being public sector entities within the past two (2) years.

Company Name: _______________________________________________________________

Authorized Representative’s Name: ____________________________________________

Title: ______________________________________________________________________

Signature: ____________________________________________________________________

Date: ________________________________________________________________________

File details come from the government source that posted it. Updated .