4491B391-0B2C-57F1-169E865F334A5FAD.xlsx

This is a References submission form for the Franklin County Cooperative's RFP 2025-06-09 regarding Disability and Voluntary Programs. The RFP requires bidders to provide references from a minimum of two current clients, with specific requirements for each reference submission. At least one reference must be from an account managed by the proposed Account Manager for Disability Insurance, and at least one additional reference must demonstrate the firm's capability to provide either ID Theft Services or Legal Services in conjunction with disability programs. The form specifies that all references must be submitted upon initial RFP submission with no additional opportunities to provide them later, and failure to provide complete references will significantly impact the evaluation scoring of the proposal.

The references submission must include detailed information for each client account, including organization name, reference contact name and title, complete address, email address, phone number, effective contract date, number of enrolled employees, and a description of services provided. Bidders must clearly indicate which reference satisfies the proposed Account Manager requirement and which reference demonstrates the firm's ancillary service offerings in ID Theft Services or Legal Services. The form emphasizes that the references requirement is mandatory and integral to the evaluation process, as incomplete submissions will result in substantial scoring penalties during the RFP review.