44B739A8-A554-F8F5-C38D97EF8EFBF991.xlsx

This is an Account Management Team worksheet for the Franklin County Cooperative's RFP 2025-06-09 for Disability and Voluntary Programs. The document serves as an evaluation component requiring bidders to identify key personnel including a mandatory account manager/account executive and implementation manager, with the option to designate additional team members such as data analysts, eligibility analysts, pet insurance specialists, legal services account managers, and executive sponsors. Bidders must provide detailed information for each proposed team member, including their title, name, work location, tenure with the organization, years of experience in their specific role, experience in the ancillary benefits industry, current and anticipated 2026 client loads with corresponding lives covered, brief biographies, and specific responsibilities related to Franklin County services.

The worksheet requires bidders to clarify whether each account team member will be responsible for all services offered (disability, ID theft, legal services, and pet insurance) or only a portion of these services. This staffing proposal will constitute a significant portion of the overall evaluation score, necessitating advance identification of all account management personnel. Bidders may be requested to provide additional clarification regarding the capabilities and experience of proposed team members during the evaluation process.