Attachment_3_-_Acceptance_of_Terms-Conditions-Benefits.docx

DOCX document 28 KB Posted

Attached to
RFP 25-02 Life Insurance Benefit Plans
Solicitation number
0000036099
Issued by
San Bernardino County, California

About this file

This document is an Attachment 3 form for accepting terms and conditions for a Life Insurance RFP (Request for Proposal) issued by a state or local court system. The attachment provides bidders with three options for responding to the standard contract terms: (1) agreeing to current contract terms with a required update to the notices section, (2) accepting the court's standard terms without exception, or (3) proposing specific exceptions or modifications to the terms. If choosing option 3, bidders must submit a red-lined Word document tracking proposed changes and provide written rationale for each exception, with the understanding that the Court retains sole discretion to determine if proposed modifications constitute a material deviation that could render the bid non-responsive.

The document includes a mandatory certification section listing 16 specific clauses that, if waived or excepted, would result in bid rejection. These clauses cover a range of compliance and non-discrimination requirements, including the Child Support Compliance Act, Darfur Contracting Act, Domestic Partners and Gender Discrimination, Iran Contracting Act, Unruh Civil Rights Act, and various provisions related to antitrust claims, audit requirements, priority hiring, and potential contract termination due to fund unavailability. Bidders must carefully review these provisions and ensure full compliance when submitting their proposal for the life insurance contract.

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Text version

ATTACHMENT 3

ACCEPTANCE OF GENERAL TERMS AND CONDITIONS (BENEFITS)

Instructions: Mark the appropriate choice below and sign this attachment.

1. Bidder agrees to the same Terms and Conditions from current contract.

(If selecting this box, bidder agrees to update section 8.9 Notices in Attachment 2 with no exceptions).

OR

2. Bidder accepts Court’s standard terms and conditions (“Attachment 2”) without exception.

OR

3. Bidder proposes exceptions or modifications to Attachment 2. An “exception” or “modification” includes any addition, deletion, or other change to the standard terms and conditions language. Bidder must also submit (i) a red-lined version in WORD format of Attachment 2 that clearly tracks proposed modifications, and (ii) a written explanation or rationale for each exception or proposed modification. Failure to sumbit the red-lined WORD version may result in bid or proposal being deemed non-responsive. The Court, at its sole discretion, will determine which proposed exceptions or modifications constitute a material deviation which may result in bid or proposal being deemed non-responsive.

By signing below, signer certifies they are duly authorized to legally bind the Bidder:

Legal Name of Company (Printed):

Signature:
Date Executed:

Printed Name and Title of Person Signing:

Please note the following MANDATORY certification clauses and provisions that, if waived or excepted by the Bidder, will cause any bid to be rejected. Not all certification clauses and provisions apply to every contract. See full text of clause or provision to determine if it applies to this RFP:

RFP 25-02 Life Insurance

1.

Rev. 2020-07 Page 1 of 1

2. Child Support Compliance Act

3. Darfur Contracting Act

4. Domestic Partners, Spouses, and Gender Discrimination

5. Expatriate Corporation

6. Iran Contracting Act

7. National Labor Relations Board

8. Unruh Civil Rights Act and California Fair Employment and Housing Act

9. Nondiscrimination

10. Qualified in California

11. Antitrust Claims

12. Audit – State Auditor

13. DVBE commitment

14. Priority Hiring

15. Termination due to non-availability of funds

16. Union Activities

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