Appendix_Documentation.docx

Attachment A KCAB offers a total rewards package to attract, develop, retain, recognize, and reward employees for engaged behavior. The benefit and wellness strategy is to improve the team’s (and dependents) health and well-being, reduce the health care cost trend and enhance productivity.

A.1 PROPOSAL REQUIREMENTS

Proposals must include the information identified in this section and be presented in the order provided. Proposals must not exceed 20 single sided pages and must be typewritten, using a 10 point font (minimum), on a standard 8 ½ inch by 11 inch page format with consecutive page numbers on each page. Section dividers, tabs, and cover sheets do not count toward the page limit.

Cover Letter (1 page maximum) A letter of transmittal briefly introducing your agency and your response to this RFP. Respondents may also briefly describe their business, how it is organized and the resources and expertise it has available.

Agency Qualifications (1 page maximum) Describe how your agency meets or exceeds the minimum qualifications Proposed Key Personnel & Team Qualifications (1 page per team member maximum) Identify the primary person (account executive) who will be responsible for the Agent’s activities on behalf of KCAB. Identify other key staff members who would work with KCAB and their specific responsibilities.

Briefly summarize the relevant experience of the proposed team member(s). A résumé must be included on each individual outlining his/her academic background, work experience, length of service with your organization and any other pertinent professional information you may wish to convey in an appendix at the end of your proposal. Resumes may be provided in Appendix A – Resumes and does not count toward page limit.

Approach to Assignment (5 page maximum) Describe your approach to the assignment in view of KCAB’s group health objectives described in section A.1 and the desired Scope of Services. The response may also address, based upon your previous experience, additional services you feel may be necessary, desirable, or applicable to KCAB and its objectives.

Provide examples of the agency’s reporting capabilities and communication materials. Examples can be redacted.

Relevant Experience & References (1 page maximum per reference, 3 pages total maximum) A description of agency’s experience must be provided for at least three related assignments, involving the proposed account executive and team members. Include a brief description of the services provided, the organization’s name, contact name, title, phone number, and email address to be contacted for references.

Proposed Fee (1 page maximum) KCAB desires to pay the successful respondent a flat annual fee. Please propose an annual fee for the initial term and all available extension options.

A separate section that states in writing all exceptions to this RFP or sample contract attached. Exceptions should list referencing page and paragraph numbers. If no exceptions are taken, the proposal must include a statement that the bidder takes “No Exceptions”.

Copy of proposer’s certificate(s) of insurance showing proof of required coverages and limits listed in this RFP and attached proposed agreement.

Completed applicable proposer residence form.