Attachment_D_-_Staffing_Plan_(new).pdf
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- Solicitation number
- 017-202406-MC
- Issued by
- Orange County, San Diego City, California
About this file
This document is Attachment D - Staffing Plan for the County of Orange's Human Resources Services (HRS) Employee Benefits Request for Proposal (RFP # 017-202406-MC) for HRA Plan Administration and Investment Services. The attachment provides a template for proposing firms to complete a comprehensive staffing overview for the potential contract, requiring detailed information about team members assigned to the County's account including classification/title, name, responsibilities, education, experience/qualifications, years with company, years in current position, office location, and number of clients.
The document outlines strict personnel management requirements, specifying that any substitution or addition of the Account Manager or key personnel must receive prior written approval from the County's Program Manager. The County retains significant discretion in personnel decisions, including the right to prohibit specific contractor personnel from performing services without providing a reason, with potential contract termination if the contractor fails to comply with personnel removal requests. The staffing plan template indicates the County seeks a transparent and detailed understanding of the proposed team's composition, expertise, and qualifications for managing their HRA Plan Administration and Investment Services.
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Text version
County of Orange HRS Employee Benefits
RFP # 017-202406-MC
HRA Plan Administration and Investment Services
File Folder No.: 017-2700201
ATTACHMENT D
STAFFING PLAN
(Complete this section and submit as Part 4 of the Proposal. Refer to Section I. C.5)
Provide an Organizational Chart as described in the Offeror’s Proposal Questionnaire #8.
Provide the following information on team members assigned to the County’s account:
Classification/Title
Name
Responsibilities
Education
Experience/Qualifications
Years with company
Years in current position
Office location
Number of clients
Substitution or addition of Contractor’s Account Manager or key personnel in any given category or classification shall be allowed only with prior written approval of the County’s Program Manager.
The Contractor may reserve the right to involve other personnel, as their services are required. The specific individuals will be assigned based on the need and timing of the services required. Assignment of additional key personnel shall be subject to County approval in writing. In addition to the rights set forth in paragraph 23 regarding Contractor’s Account Manager removal, County expressly retain the right to have any of the Contractor personnel prohibited from performing services to County under this Contract. Contractor shall effectuate the removal of the specified Contractor personnel from performing services to County under this Contract within three (3) business days of notification by County’s Program Manager. County shall notify the Contractor in writing of the specific personnel to be prohibited from providing services to County under this Contract. County is not required to provide any reason, rational or factual information if it elects to request any specific Contractor personnel to be prohibited from performing services under this Contract.
Contractor’s failure to comply with the County’s Program Manager’s decision and remove the specified personnel shall be deemed a material breach of this Contract and County my immediately terminate the Contract without penalty.
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