Attachment_C_-_Proposed_Implementation-Transition_Plan_and_Project_Schedule_(new).pdf

This is an Implementation/Transition Plan attachment for the County of Orange's Request for Proposal No. 017-202406-MC for comprehensive administrative and investment services for the County's Health Reimbursement Arrangement (HRA) Program. Offerors must submit a detailed project schedule with the proposal demonstrating how they will transition, implement, and administer HRA plan administrative and investment services with a proposed implementation date of July 1, 2025. The schedule must be presented in elapsed days or weeks from the notice to proceed and must minimally identify specific tasks, the number and level of personnel required for each task, and estimated time for completion. The plan must demonstrate how the offeror will accomplish all required services as outlined in Section III, Attachment A, Scope of Services, and is subject to County approval and potential revision in accordance with the final contract terms.

The submission of a proposed implementation/transition plan and project schedule is a mandatory component of Part 5 of the proposal in response to Offeror's Proposal Questionnaire #38. This attachment requirement ensures that selected offerors have thoroughly planned the transition from the incumbent provider, MissionSquare Retirement, which has administered the plans since 2009. The two existing HRA plans currently encompass approximately 22,387 participants with total assets of approximately $351.5 million, and the new administrator must maintain the current investment option array featuring funds from managers including BlackRock, Vanguard, T. Rowe Price, and Artisan. The comprehensive evaluation criteria allocates 400 points to written proposals, 300 points to oral presentations, and 300 points to cost evaluation, with the contract award based on fee terms specified in the final contract and the contract term consisting of an initial three-year period with potential two one-year renewal options.