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

XLSX spreadsheet 11 KB Posted

Attached to
Voluntary Programs: Short and Long Term Disability, Legal Plan, Identity Theft, and Pet Insurance
Solicitation number
RFP #2025-06-09
Issued by
Franklin County, Ohio

About this file

This is a references submission template for the Franklin County Cooperative's RFP 2025-06-09 for Disability and Voluntary Programs. Bidders are required to provide references from current clients demonstrating relevant experience with disability insurance and related services. Specifically, applicants must submit information for two current clients, with at least one reference demonstrating experience with the proposed Account Manager for disability insurance and at least one additional reference showing experience with either ID Theft Services or Legal Services. For each reference, bidders must provide the organization name, reference contact person and title, address, email, phone number, contract effective date, number of enrolled employees, and a description of services provided. The template emphasizes that references must be submitted upon initial RFP submission with no opportunity for supplemental submissions, and that failure to provide complete references will significantly impact the overall evaluation score.

The file does not contain information regarding pricing terms, set-asides, incumbent contractors, funding sources, or contract term and renewal options. This document functions solely as a reference documentation requirement and submission format for the RFP process.

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References

Franklin County Cooperative - RFP 2025-06-09 Disability and Voluntary Programs RFP
References
Provide all references requested. Please note that there will NOT be additional opportunities to submit references and you must provide references upon submission. Failure to provide full references will significantly impact the evaluation of the RFP submission.
REFERENCESOrganization NameReference NameReference TitleReference AddressReference E-mail AddressReference Phone NumberEffective Date of ContractNumber of Enrolled EmployeesDescription of Services Provided
2 Current Clients (Requirements below can overlap - i.e. an account with Proposed Account Manager, but two total current clients must be provided)

-At least 1 of which must be with the proposed Account Manager for Disability Insurance

-At least 1 of which must also utilize your firm for ID Theft Services OR Legal ServicesDisability Account Manager Client (x)Client uses Id Theft services (x)Client uses Legal Services (x)
Client 1
Client 2

&A

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