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

This is a references submission form for the Franklin County Cooperative's RFP 2025-06-09 for Disability and Voluntary Programs. The RFP requests comprehensive reference information from bidders, requiring submission of current client references at the time of proposal submission with no opportunity for supplemental submissions after the deadline. Bidders must provide a minimum of two current clients as references, with specific requirements that at least one reference must be associated with 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. For each reference, bidders must document the organization name, reference contact name and title, address, email, phone number, contract effective date, number of enrolled employees, and a description of services provided.

The evaluation process will significantly weigh the completeness and quality of submitted references, with incomplete reference submissions substantially impacting the proposal's competitive standing. The form structure allows for overlapping references, meaning a single client account managed by the proposed Account Manager may also serve as the reference demonstrating ID Theft or Legal Services capabilities, provided both requirements are satisfied through the two total references submitted.