7-Attachment 5 - Exceptions.docx

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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

Written by GovTribe AI ·

This is an Exceptions document attachment related to Milwaukee County's Request for Proposal for a Basic Life Insurance and Optional Life Insurance Program administrative services contract. The document provides respondents with a structured framework to identify any exceptions or clarifications needed regarding the RFP terms before executing an agreement with the County. Respondents must complete the Agreement Terms & Conditions Compliance Checklist, which covers 26 key provision areas including termination rights, invoicing, insurance, confidentiality, debarment status, and contractor code of conduct, among others. The County intends to award an initial three-year contract term with renewal options to the selected respondent, with Willis Towers Watson Midwest, Inc. serving as the County's Broker of Record.

All exceptions submitted by respondents are subject to Milwaukee County's discretion and approval, with the County reserving the right to reject any proposal if exceptions cannot be resolved to mutual satisfaction. Respondents must clearly explain any exceptions taken in the Exception Explanations section of the document. If no exceptions are listed, respondents agree to all RFP terms and conditions and their appendices; if exceptions are listed, respondents agree to all terms except those noted. This process ensures transparency in the proposal evaluation and allows both parties to identify and address any contractual concerns before final agreement execution.

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Other files

File Type Posted
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
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
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
5-Attachment 8 - Conflict of Interest.pdf PDF
1-Attachment 1 - Proprietary Info Disclosure Form.pdf PDF
22-Attachment B - Milwaukee County - Lives history.xlsx XLSX spreadsheet
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ATTACHMENT 5 - EXCEPTIONS

If the Respondent takes exception or requires clarification on any points of the RFP before signing an agreement with Milwaukee County, please list the items on a blank page attached to this Attachment; However, if the items pertain to Attachment 5a, please list the items in the Agreement Terms & Conditions Compliance Checklist on page 2 of this Attachment and list the reason for the exception(s) on page 3. All exceptions are subject to the discretion and approval of Milwaukee County. Should the Respondent and Milwaukee County be unable to resolve any exceptions to the mutual satisfaction of both parties, the Milwaukee County reserves the right to reject the Respondent’s proposal from further consideration.

If no exceptions are listed, the undersigned agrees to all terms and conditions contained in the RFP, including all appendices. If exceptions are listed, the undersigned agrees to all terms and conditions contained in the RFP, with these noted exceptions.

Exceptions attached?Yes
No
Company Name:Signature:Print Name:Date:

Agreement Terms & Conditions Compliance Checklist

Title of Provision

Comply

Exception

Not Comply

1.
Termination for Breach
2.
Unrestricted Right of Termination by County
3.
Return of Unearned or Unspent Funds
4.
County’s Retention of Rights
5.
Invoicing
6.
Cost of Performance of Obligations
7.
Fees, Permits, Taxes, and Licenses
8.
Taxpayer Identification Number
9.
County Rights of Access and Audit
10.
Non-Discriminatory Contracts
11.
Publicity, Marketing, and Use of Milwaukee County’s Name or Marks
12.
Indemnity
13.
Insurance
14.
Confidentiality
15.
Prohibited Practices
16.
Non-Conviction for Bribery
17.
Debarment or Suspension
18.
Contractor Code of Conduct
19.
Public Records
20.
Independent Contractor
21.
Electronic Documents Consider Writing
22.
Compliance with Laws
23.
Choice of Law
24.
Assignment Limitation, Subcontracts
25.
Severability
26.
Modification and Waiver

For all items marked as “Exception” in the Agreement Terms and Conditions Compliance Checklist (page 2) , a Respondent must fully explain the exception on the Exception Explanations form below.

Exception Explanations

#
Title of Provision
Explanation of Exception

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