12-CONSULTANT QUALIFICATION QUESTIONAIRE - EXHIBIT B.pdf
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- Solicitation number
- 2026-301
- Issued by
- Jefferson County, Texas
About this file
This is a Consultant Qualification Questionnaire (Exhibit B) for Johnson County, Texas, which is seeking a qualified, independent employee benefits consultant to provide comprehensive consulting services related to the County's group health and employee benefit programs. The County requires consultants experienced with Texas counties and other public entities who can maximize the value of benefit programs while remaining available and accessible to County staff. Respondents must demonstrate expertise in fully funded health plan services, claims audits, disease management programs, and wellness program deployment. The evaluation process includes an initial proposal submission phase, with selected firms potentially advancing to interviews and presentations before final contract award.
Respondents must submit detailed qualifications including resumes of consultants assigned to the account, three current client references of similar size and nature to the County, an outline of hourly rates and proposed fee schedules, company overview and mission statement, Certificate of Errors and Omissions Coverage with Liability Insurance, copies of Insurance Licenses for all assigned consultants, and two years of financial statements (audited preferred). The County places primary emphasis on relevant experience and accomplishments with Texas counties, particularly the competency and experience of individuals directly providing services. Respondents must also disclose all financial relationships with insurance companies, Third Party Administrators, and other service providers, including commissions, fees, and overrides, and provide evidence of past RFP completions for government entities with documented savings examples.
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CONSULTANT QUALIFICATION QUESTIONAIRE
EXHIBIT B
The County is interested in entering into a relationship with an employee benefit consultant who is able to maximize the value of the benefit program. This will require a consultant who is experienced with counties in Texas and/or other public entities, and who is available and accessible to the County Staff. To assist in the evaluation of proposals please answer the following questions:
• Please explain what separates your company from its competitors and what specifically qualifies you to be a consultant for the County.
• Please disclose your past and present financial relationship to any and all insurance companies, Third Party Administrators (TPA) and any other providers of services. Be specific relating to disclosure of types of income including commissions, fees and overrides.
• What services do you provide to a fully funded health plan clients? Be specific relating to areas of expertise, and duties performed.
• Please describe which of the following services you have provided to your clients as well as the most significant findings of each.
1. Claims audits of a TPA or insurance company for a self-funded health plan.
2. Deployment of specialized Disease Management Programs/Wellness Programs.
• Please list the number and types of RFPs you have completed in the past 12 months for any government entities. Provide at least one real example of savings realized as a result of a single RFP.
• Please list three of your most significant accomplishments on behalf of a government entity. For each accomplishment, please include a client or former client with phone number who can confirm each accomplishment.
• Please list the due diligence steps you normally conduct before recommending an employee benefit vendor. Also, what due diligence steps would you recommend on a long standing benefit vendor not currently out for bid?
For the purpose of evaluating competency and experience, the degree of relevant experience and accomplishments with Texas counties will be a primary factor. The County is especially interested in the competency and the experience of individuals who would be directly providing services to the County.
• Provide resumes of those consultants who would be working directly with the County’s account.
• References from three (3) current clients, including contact name, email address, telephone number and the service provided. References must be of similar size and nature to the
County.
• Provide an outline of hourly rates for your services, as well as any proposed fee schedule you would like to have considered.
• Provide a company overview, mission statement, and/or approach to an employee benefit consulting engagement. Include any website information availability.
• Certificate of Errors and Omissions Coverage to be included with certificate of Liability
Insurance.
• Copy of Insurance License(s) for all consultants assigned to this project.
• Provide two years of financials (audited financials preferred)
Based on the proposals provided, firms may be selected for interviews and/or presentations.
Upon completion of the interview/presentation phase, the County expects, but is not obligated, to enter into an agreement with the selected respondent.
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