44B739A8-A554-F8F5-C38D97EF8EFBF991.xlsx

This is an Account Management Team worksheet for Franklin County Cooperative's RFP 2025-06-09 for Disability and Voluntary Programs. The document serves as an evaluation component requiring vendors to identify key personnel including a mandatory account executive/account manager and implementation manager, with optional additional team members such as data analysts, eligibility analysts, pet insurance specialists, legal services account managers, and executive sponsors. Vendors must provide detailed information for each identified team member, including title, name, location, tenure with their organization, role-specific experience, years in the ancillary benefits industry, current and anticipated 2026 client loads with total lives, and a brief biography with relevant education credentials. Each team member's specific responsibilities for Franklin County must be documented, along with confirmation of whether they will manage all services (disability, identity theft, legal services, and pet insurance) or only a portion thereof.

The worksheet establishes evaluation criteria based on the qualifications and experience of the proposed account management team. Vendors are expected to clearly delineate team member capabilities and responsibilities during the initial response, with the understanding that vendors may be requested to provide additional clarification regarding team member capabilities or experience during subsequent stages of the procurement process. This advance identification requirement ensures transparency regarding proposed staffing and enables evaluation of vendor capacity to effectively manage Franklin County's disability and voluntary programs.