This is a Reference Sheet attachment form issued by the City of Round Rock, Texas for use in responding to a solicitation for Employee Benefits Consultant services. Respondents are required to complete and submit this form as part of their solicitation response, providing the solicitation number and respondent name along with the submission date. The form requests documentation of three valid municipal or government agency references of comparable size that have utilized similar services within the last two years, with the explicit exclusion of City of Round Rock references. For each reference, respondents must provide the company name, contact person name and title, email address, present address with city, state and zip code, telephone number, and fax number. The solicitation was posted on August 26, 2025, with proposals due by September 25, 2025.
The City of Round Rock seeks a full-service employee health benefits consultant to provide strategic, financial, actuarial, compliance, communication, wellness, and administrative support for approximately 1,150 benefits-eligible employees and 2,400 covered individuals. The City operates a self-funded health benefits program with two co-pay plan options (PPO and EPO types), maintains an on-site health clinic, and has a FY 2026 self-funded health insurance budget of $24,785,000. Additional benefits include dental, vision, EAP, disability, life insurance, accident, critical illness, hospital indemnity, and pre-paid legal services. Failure to provide the required reference information with the solicitation response may result in automatic disqualification. References may be verified prior to award, and negative responses or inability to confirm references may result in proposal disqualification.
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ATTACHMENT A
REFERENCE SHEET
PLEASE COMPLETE AND RETURN THIS FORM WITH THE SOLICITATION RESPONSE
SOLICITATION NUMBER:
RESPONDENT’S NAME:
DATE:
Provide the name, address, telephone number and E-MAIL of at least three (3) valid Municipal, Government agencies or firms of comparable size that have utilized services that are similar in type and capacity within the last two (2) years. City of Round Rock references are not applicable. References may be checked prior to award. If references cannot be confirmed or if any negative responses are received it may result in the disqualification of submittal.
1.
Company’s Name
Name of Contact
Title of Contact
E-Mail Address
Present Address
City, State, Zip Code
Telephone Number
( )
Fax Number: ( )
2.
Company’s Name
Name of Contact
Title of Contact
E-Mail Address
Present Address
City, State, Zip Code
Telephone Number
( )
Fax Number: ( )
3.
Company’s Name
Name of Contact
Title of Contact
E-Mail Address
Present Address
City, State, Zip Code
Telephone Number
( )
Fax Number: ( )
FAILURE TO PROVIDE THE REQUIRED INFORMATION WITH THE SOLICITATION RESPONSE MAY AUTOMATICALLY DISQUALIFY THE RESPONSE FROM CONSIDERATION FOR AWARD.
File details come from the government source that posted it.
Updated .