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

This is a references requirement document for the Franklin County Cooperative RFP 2025-06-09 for Disability and Voluntary Programs. The RFP requires bidders to submit comprehensive references demonstrating relevant experience with disability insurance services and related products. Specifically, applicants must provide two current client references, with at least one reference account managed by the proposed Account Manager for Disability Insurance services, and at least one additional reference that also utilizes the firm's ID Theft Services or Legal Services. For each reference, bidders must provide the 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. The document emphasizes that references must be submitted upon initial RFP submission with no additional opportunities provided, and failure to provide complete references will significantly impact the overall evaluation of the bid.

The references requirement applies to both disability insurance and voluntary programs services offered through the cooperative. Bidders must demonstrate current client relationships actively utilizing their proposed services, with particular emphasis on the Account Manager's prior experience managing disability insurance accounts. The dual-service requirement—combining disability insurance with either ID Theft or Legal Services—indicates the cooperative seeks vendors capable of providing integrated benefit solutions. The structure suggests the evaluation process will heavily weight demonstrated client satisfaction and service delivery capability across multiple benefit lines, making reference quality a critical component of proposal competitiveness.