Attachment_C_-_Proposed_Implementation-Transition_Plan_and_Project_Schedule_(new).pdf

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Attached to
REQUEST FOR PROPOSAL FOR COMPREHENSIVE ADMINISTRATIVE AND INVESTMENT SERVICES FOR THE COUNTY OF ORANGE’S HEALTH REIMBURSEMENT ARRANGEMENT PROGRAM
Solicitation number
017-202406-MC
Issued by
Orange County, San Diego City, California

About this file

Attachment C is a document from the County of Orange's Human Resources Services (HRS) Employee Benefits division for a Request for Proposal (RFP # 017-202406-MC) related to HRA Plan Administration and Investment Services. The document outlines requirements for vendors to submit a detailed implementation and transition plan for proposed services, with a planned implementation date of July 1, 2025. Offerors must provide a comprehensive project schedule that demonstrates how required services will be accomplished, including specific tasks, personnel requirements, and estimated completion times.

The project schedule must be submitted as part of the proposal's Part 5 and will be subject to County approval and potential revisions in the final contract. The schedule should be presented in elapsed days or weeks from the notice to proceed, and must minimally identify each task, the number and level of personnel needed, and an estimated time for completion. The document emphasizes the need for a thorough and detailed approach to transitioning and implementing the HRA Plan Administrative and Investment Services, with a focus on demonstrating the vendor's capability to meet the County's specific service requirements.

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County of Orange HRS Employee Benefits

RFP # 017-202406-MC

HRA Plan Administration and Investment Services

File Folder No.: 017-2700201

ATTACHMENT C

PROPOSED IMPLEMENTATION/TRANSITION PLAN

AND PROJECT SCHEDULE

(Complete and submit with Part 5 of the Proposal in Response to Offeror’s Proposal Questionnaire #38.)

The Offeror's Proposal must contain a project schedule with time frames for the Offeror's proposed services relative to transitioning, implementing and the administration of the HRA Plan Administrative and Investment Services with a proposed implementation date of July 1, 2025. The Offeror shall demonstrate how the required services as outlined in Section III, Attachment A, Scope of Services, shall be accomplished. The Offeror’s plan shall be in terms of elapsed days or weeks from issuance of the notice to proceed and shall minimally identify the task, the number and level of personnel required and an estimate of time for completion. The Offeror's schedule must be approved by the County and may be subject to revision in accordance with the terms of the final Contract.

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