5-ATTACHMENT A- CHECKLIST.docx

This document is a Proposal Submittal Checklist (Attachment A) for an RFP issued by AHA (a California-based organization) for Employee Benefits Program Consulting Services. The checklist outlines eleven required submittal items that proposers must include in their hard copy proposals, including the completed checklist itself, a Form of Proposal, a Profile of Proposer Form, a cover letter, qualifications and experience documentation, proposed approach, customer service plan, cost analysis and budget, references, optional company information, and confirmation of submission, along with a completed Conflict of Interest Form. Proposers are instructed to mark an "X" next to each item to verify inclusion and to complete a Proposer's Statement as part of Part 1 of their submission.

AHA is seeking an employee benefits consultant to advise on and manage employee benefit plans for approximately 57 full-time employees. The scope of services includes evaluating existing coverage, researching competitive options, soliciting and evaluating bids from multiple carriers, assisting with negotiations, managing transitions to new carriers, reviewing contracts for adequate coverage, providing ongoing advisory services, ensuring regulatory compliance with federal, state, and local laws, and assisting employees with benefits and claims issues. Services will focus on dental, vision, life insurance, employee assistance programs, long-term disability insurance, flexible spending accounts, and COBRA administration, excluding health insurance and 457/Roth retirement plans which are administered through CalPERS PEMHCA and MissionSquare.