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 requires bidders to provide references demonstrating relevant experience and capability in disability insurance and related services. Applicants must submit two current client references, with specific requirements: at least one reference must involve the proposed Account Manager for Disability Insurance services, and at least one reference must demonstrate the firm's capability in either ID Theft Services or Legal Services. Each reference submission must include 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 form emphasizes that references must be provided upon submission with no additional opportunities for submission, and failure to provide complete references will significantly impact the RFP evaluation.

The references section does not contain information regarding pricing terms, set-asides, incumbents, or funding sources. The document serves primarily as a requirements checklist to ensure bidders demonstrate relevant experience with disability and voluntary programs, particularly through qualified account management and complementary service offerings such as identity theft protection or legal services.