Appendix_2_–_NDA_Instructions.docx

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Attached to
Group Term Life, AD&D, and Optional Life Insurance Plans
Solicitation number
RFP PS-26-0032
Issued by
Maricopa County, Phoenix City, Arizona

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This document is an Appendix to a Request for Proposal (RFP PS-26-0032) issued by the City of Phoenix for Group Term Life, AD&D, and Optional Life Insurance Plans. The solicitation seeks sealed offers for a five-year insurance contract with two potential option years, commencing on or about January 1, 2027. The contract will be awarded by the City Council, with the effective date contingent upon signature and recording by the City Clerk's department. Offerors must complete a mandatory Non-Disclosure Agreement (NDA) to access sensitive census data required for the proposal.

The procurement process requires interested firms to sign an unmodified NDA and submit it via email to the City's Benefits Consultant (Segal) and Procurement Officer Edith Barrera. After submitting the signed NDA, Segal will provide sensitive data files through secure email within one day. The solicitation is available through the City's Procurement Portal, with technical support offered through OpenGov e-Procurement Portal. Potential vendors should note that the agreement will terminate upon reaching the end of the contract term or through specific termination provisions outlined in the agreement.

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Request For Proposal - Professional Services #RFP PS-26-0032 Title: Group Term Life, AD&D, and Optional Life Insurance Plans

Appendix 3 – City of Phoenix Non-Disclosure Agreement (NDA) to Request Census Data This RFP contains some documents with sensitive information and will only be available to Offerors upon execution of a Non-Disclosure Agreement (NDA). To obtain the City’s Census Data, sign and return the confidentiality and non-disclosure agreement (page 2-6 of this document) before the Offer Due Date. Along with your request, include the email address(es) of the recipients who should receive the information.

NOTICE: The City will not accept changes or redlines to the attached NDA.

Email your signed NDA as follows:

TO:

1. City’s Benefits Consultant (Segal) Calisi, Rachel <rcalisi@segalco.com>; King, Brian <bking@segalco.com>; Fedor, Mary <mfedor@segalco.com>

CC To:

2. City’s Procurement Officer Edith.Barrera@phoenix.gov.

The Procurement Officer must be copied in all email communications with Segal.

The NDA will be signed by the requesting firm and Segal. Segal will provide the file(s) with the sensitive data to the requesting firm via a secure email, within a day of the request.

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