3-RFP-2025 Group Benefits Consultant Appendix C.pdf
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- Attached to
- Group Benefits Consultant
- Solicitation number
- RFP-2025-668-HRM-CG
- Issued by
- Bernalillo County, Albuquerque City, New Mexico
About this file
This document is Appendix C from Request for Proposal (RFP) RFP-2025-668-HRM-CG for a "Group Benefits Consultant" issued by a City government. The RFP seeks a consulting firm to provide objective recommendations for insurance products without acting as an agent or broker. Respondents are required to submit a detailed project plan demonstrating their approach to meeting the scope of services, with proposals to be subjectively evaluated based on the offeror's distinctive performance plan.
The RFP includes a specific questionnaire requiring potential consultants to confirm their commitment to objectivity in insurance product recommendations, willingness to provide performance guarantees, and agreement that all reports, documents, and data created for the City will remain the City's property. The document emphasizes that the consultant's narrative should be straightforward, focusing on facts, solutions, and action plans. Respondents are instructed to be concise and direct in their responses, with the understanding that their proposal will be assessed on their ability to satisfy the RFP requirements comprehensively and effectively.
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RFP-2025-668-HRM-CG "Group Benefits Consultant" 26
Appendix C
Clear Project Plan on Meeting Scope of Services & Following Questions.
Respondents should provide a formal response on their approach to meet the criteria detailed in the Scope of Services and an explanation of how the respondent's organization will comply with all contract provisions. Offerors are advised to be concise and to the point in their responses.
Proposals will be subjectively evaluated based on the Offeror’s distinctive plan for performing the requirements of the RFP. Therefore, the Offeror should present a written narrative demonstrating the method or manner in which the Offeror proposes to satisfy these requirements. The language of the narrative should be straightforward and limited to facts, solutions to problems, and plans of action.
Provide responses to the following questionnaire:
1. The selected firm shall be required to recommend insurance products based upon an objective review thereof, and the consultant shall not be engaged as an agent or broker or participate in any capacity whatsoever in the sale or placement of employee benefit insurance coverages on behalf of the City.
a. Do you agree with this requirement?
2. Will you provide performance guarantees?
a. If so, include the terms, conditions, and amount of the contract fees at risk.
3. Are you willing to provide any performance guarantees regarding your service and fees?
a. If yes, please describe the measures and fees at risk each year.
4. Unless otherwise prohibited by federal and/or state law, any and all reports, photographs, surveys, and other data and documents provided or created at the request of the City in connection with this Agreement are and shall remain the property of the City.
a. Do you agree to this stipulation?
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