5-Attachment 8 - Conflict of Interest.pdf

PDF 164 KB Posted

Attached to
Basic Life Insurance and Optional Life Insurance Program
Solicitation number
RFP-2026-004
Issued by
Milwaukee County, Mattoon Village, Wisconsin

About this file

This is a Conflict of Interest Stipulation attachment for a Request for Proposal issued by Milwaukee County, Wisconsin, to procure Basic Life Insurance and Optional Life Insurance program services. The RFP seeks qualified and experienced firms to provide insurance coverage and full administrative services for the County's life insurance programs. The County intends to award a contract for an initial three-year term with renewal options to the selected Respondent. Willis Towers Watson Midwest, Inc. serves as Milwaukee County's Broker of Record for this procurement.

The Conflict of Interest Stipulation requires all Respondents to disclose whether any Milwaukee County employee, agent, or representative, or an immediate family member of such individuals, holds an ownership, officer, employee, agent, or representative position in the business submitting the proposal. Respondents must answer either "YES" or "NO" to this disclosure question. If the answer is "YES," Respondents must identify the individual's name, position with Milwaukee County, and their relationship to the business. The appropriate and authorized corporate representative must sign, date, and certify the completed stipulation, including the Respondent's company name, printed name, signature, title, and date of execution.

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9-Attachment 12 - Technical Proposal Questionnaire.xlsx XLSX spreadsheet
17-Exhibit A - Benefit Plan Certificate and Certificate Rider.pdf PDF
19-Pre-Proposal Conference-Basic Life Insurance and Optional Life Insurance Program.pdf PDF
13-Addendum 1.pdf PDF
14-Preproposal Meeting Registration Form -Basic Life Insurance and Optional Life Insurance Program RFP.xlsx XLSX spreadsheet
3-Attachment 4 - Sworn Statement of Respondent.pdf PDF
6-Attachment 9 - Certification re Debarment Suspension.pdf PDF
25-Addendum 5.pdf PDF
16-Exhibit B - Milwaukee County Life Experience Reports.pdf PDF
2-Attachment 2 - EEOC.pdf PDF
10-Attachment 11- Confidential Information Agreement.pdf PDF
26-Addendum 6.pdf PDF
23-Addendum 3.pdf PDF
4-Attachment 7 - Respondent Information Sheet.pdf PDF
8-Attachment 5a - Milwaukee County Terms and Conditions.pdf PDF
20-Addendum 2.pdf PDF
24-Addendum 4.pdf PDF
18-Exhibit B - Milwaukee County Life Experience Reports.pdf PDF
11-Attachment 10 -Minimum Qualifications Acknowledgement.pdf PDF
27-Addendum 7.pdf PDF
21-Attachment A- Milwaukee County - Marketplace Detailed Life Claims Report.xlsx XLSX spreadsheet
12-1 Basic Life Insurance and Optional Life Insurance Program RFP-2026-004.pdf PDF
15-Exhibit A - Benefit Plan Certificate and Certificate Rider.pdf PDF
1-Attachment 1 - Proprietary Info Disclosure Form.pdf PDF
22-Attachment B - Milwaukee County - Lives history.xlsx XLSX spreadsheet
7-Attachment 5 - Exceptions.docx DOCX document
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Text version

ATTACHMENT 8

CONFLICT OF INTEREST

STIPULATION

For purposes of determining a possible conflict of interest, all Respondents submitting a proposal in response to this RFP must disclose if any Milwaukee County employee, agent or representative or an immediate family member of any Milwaukee County employee, agent or representative is also an owner, officer, employee, agent or representative of the business submitting the proposal.

Please answer below either YES or NO to the question of whether any Milwaukee

County employee, agent or representative or immediate family member is also an owner, officer, employee, agent or representative of your business:

YES ___________

NO ___________

If the answer to the question above is YES, then identify the name of the individual, the individual’s position with Milwaukee County, and the individual’s relationship to your business:

Name _______________________________________________________________________

County Position________________________________________________________________

Business Relationship ___________________________________________________________

The appropriate and authorized corporate representative must sign and date this Conflict of

Interest Stipulation below:

Respondent's Company Name: _________________________________________________

Printed Name __________________________________________________________________

Authorized Signature ___________________________________________________________

Title __________________________________________________________________________

Date __________________________________________________________________________

File details come from the government source that posted it. Updated .