For more information, please visit our online supplier portal, located at https://procurement.opengov.com/portal/berlinct

Town of Berlin

HEALTH BENEFITS CONSULTANT

2027-05

RELEASE DATE: August 25, 2026

DEADLINE FOR QUESTIONS: September 8, 2026

RESPONSE DEADLINE: September 15, 2026, 10:00 am

Please refer to the project timeline in this document for all important deadlines.

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

Request For Proposal #2027-05

Title: Health Benefits Consultant

Table Of Contents

1. Notice to Proposers

2. Introduction

3. Key Dates

4. Proposal Submission Instructions

5. Insurance Requirements & Indemnification

6. Scope of Services

7. Pricing Table

8. Evaluation Criteria

9. Proposal Submission

Notice to Proposers

The Town of Berlin (hereinafter “Town””), is seeking proposals for Health Benefits Consultant from expert, qualified, and independent firms. This is a 5-year contract, with an anticipated start date of 2027-2028 fiscal year.

The Town of Berlin is accepting electronic submissions. Proposers shall create a FREE account with OpenGov

Procurement by signing up at https://procurement.opengov.com/signup. Once you have completed account registration, browse back to this page, click on "Draft Response", and follow the instructions to submit the electronic proposal.*

The Town will not accept submissions by e-mail or fax. The Town will reject proposals received after the date and time noted in the timeline.

The Town reserves the right to amend or terminate this Request for Proposals, accept all or any part of a proposal, reject all proposals, waive any informalities or non-material deficiencies in a proposal, and award the proposal to the proposer that, in the Town’s judgment, will be in the Town’s best interest

*For any bidder who is unable to upload their bid electronically, please contact Maryssa Tsolis, Purchasing Manager at (860) 828-7048 to make arrangements to submit a paper bid before the deadline.

https://procurement.opengov.com/signup

Introduction

1. Intent

The Town of Berlin is soliciting proposals from qualified, responsible firms with significant relevant experience to assist the town with a Health Benefits Consultant. The town expects to select and contract with one firm to provide Health Benefits Consultant services. This RFP is not a contract offer, and no contract will exist unless and until a written contract is signed by the Town and the successful proposer. Interested parties should submit a proposal in accordance with the requirements and directions contained in this RFP. The town may choose not to select any firm. The town is an equal opportunity employer, does not discriminate because of race, religion, color, sex, national origin, sexual orientation, marital status, disability or any other factors protected by law.

It is the goal of the Town to enter into agreement with a vendor that will provide services efficiently, will accurately bill, and will provide high quality, flexible customer service to the Town. The Vendor will be expected to maintain expert knowledge of these services to ensure the Town is receiving the highest quality service at the most affordable rates while maintaining quality and secure technology.

The purpose of the RFP is to solicit a Health Benefits Consultant from prospective firms. It is the intent of the

RFP to identify the party most likely to successfully represent the Town and Board of Education in its desire to minimize rate increases for all insurances, analyze current plans and recommend future plans. The selected

Health Benefits Consultant shall identify the base cost of services as provided under the Scope of Services.

2. Background

The Town, founded in 1785, covers an area of 27.0 square miles, and is located in the geographic center of the state in Hartford County. Berlin is eleven miles south of the City of Hartford and is bordered by New Britain, Newington, Rocky Hill, Cromwell, Middletown, Meriden and Southington. Berlin’s population is approximately 20,000. The Town provides a full range of municipal services including public safety, parks and recreation, public works, health and human services, and water control, with a Grand List of approximately $3.2

Billion and an operating budget of approximately $102 Million.

3. Qualifications

Eligible Vendors will be those individuals, businesses and firms that meet the following qualifications:

A. Proposer must have demonstrated experience and expertise in Connecticut in the past (3) years successfully performing the types of services as those outlined in the introduction.

B. Proposer must have a proven track record successfully providing these types of services for similarly sized municipal governments, preferably in Connecticut.

C. Proposer must be familiar with, qualified, and properly licensed in the State of Connecticut to perform its obligation under this proposal in compliance with all applicable Federal and State of Connecticut laws and regulations, statutes and policies.

D. The Town will not award the proposal to any business that, or person who, is in arrears or in default to the Town with regard to any tax, debt, contract, security or any other obligation.

E. Documented/audited internal control environment

F. Proposer must have a business continuity plan

G. Proposer must be in compliance with all federal, state, and local laws and regulations

4. Scope of Services

The scope of services is provided herewith as a general overview which may be expanded and further defined through negotiation. The successful bidder shall:

• Provide industry standard or higher quality services while maintaining a focus on providing a cost-effective service to the Town.

• Provide the highest quality customer service to the Town, not limited to, but particularly in the areas of reliability and billing.

The selected firm shall work with and cooperate with the Finance Department in rendering services pursuant to this RFP.

5. Agreement Period

The Town anticipates entering into a 5-year contract with the selected Consultant commencing in 2027 through

2032.

The Town will contractually reserve the right to cancel the contract at any time. The agreement period for any contract or purchase order resulting from this RFP shall ultimately be as negotiated to the mutual agreement of the parties.

6. Additional Conditions

All those submitting proposals must be willing to adhere to the following additional conditions and must positively state this in the proposal.

A. The proposer must certify that the personnel identified in its response to this RFP will be the persons actually assigned to the project. At its discretion, the Town may require the removal and replacement of any of the proposer's personnel who do not perform adequately, regardless of whether they were previously approved by the Town.

B. All subcontractors hired by the proposer awarded a contract or purchase order as a result of this RFP must have prior approval of the Town prior to and during the agreement period.

C. Any contract or purchase order resulting from this RFP process will represent the entire agreement between the proposer and the Town and will supersede all prior negotiations, representations or agreements, alleged or made, between the parties. The Town shall assume no liability for payment of services under the terms of the contract or purchase order until the successful proposer is notified that the contract or purchase order has been accepted and approved by the Town. Any contract resulting from this RFP may be amended only by means of a written instrument signed by the proposer and signed by the designated Town Representative.

7. Right to Amend or Terminate the RFP or Contract

The Town may, in its sole discretion, clarify, modify, amend or terminate this RFP if the Town determines it is in the Town’s best interest. The Town has the right to extend the RFP Open Date no later than four (4) business days prior to the scheduled RFP Open Date, via Amendment, if determined it is in the Town’s best interest. In the event that an insufficient number of qualified bids are received by the RFP Open Date, the Town may terminate and re-post the RFP if determined it is in the Town’s best interest. All such actions shall be affected by a posting in the Town’s e-Procurement portal https://procurement.opengov.com/portal/berlinct. Each proposer is responsible for checking the e-Procurement portal to determine if the Town has issued any addenda and, if so, to complete its proposal in accordance with the RFP as modified by the addenda.

If this RFP provides for a multi-year agreement, the Town also reserves the right to terminate the Contract at the end of the last fiscal year for which funds have been appropriated, and the Town shall have no obligation or liability to the successful proposer for any unfunded year or years.

Key Dates

Release Project Date: August 25, 2026

Question Submission Deadline: September 8, 2026, 10:00am

Proposal Submission Deadline: September 15, 2026, 10:00am

Proposal Submission Instructions

1. Proposal Requirements & Required Format

Proposals must set forth accurate and complete information for each of the items listed below. At the Town’s discretion, failure to do so could result in disqualification. Please ensure your proposal incorporates responses to the below questions, as well as any requested attachments.

1. Proposer Information: Please provide the following information:

A. Firm Name

B. Permanent main office address

C. Date firm organized.

D. Legal Form of ownership. If a corporation, indicate where incorporated.

E. How many years have you been engaged in services you provide under your present name?

2. Experience, Expertise and Capabilities

A. Philosophy Statement and Business Focus. A statement of the proposer’s philosophy and approach in undertaking the services of the nature outlined in the RFP, as well as a description of its primary business focus.

B. Summary of Relevant Experience. A listing of projects that the proposer has completed within the last three (3) years of a similar nature to those included in the Scope of Services in this RFP must be provided.

C. The following additional information shall be provided by each bidder:

o Please provide a sample billing in the format the Town would receive on a regular basis.

o General description of the organization structure of your institution including parent and/or subsidiary companies and the number of employees.

o Identify who will be the primary client relationship manager.

o Provide a general representation of the key factors and other important considerations that you feel separates your institution/firm from others in providing the requested services.

o Detail description of your firm’s technical resources and experience in providing the desired scope of services to similarly sized entities.

o Identify the location of the office(s) from which the services will be performed.

o Disclose any current (last 3 years) business, financial, personal, or other types of relationships which may pose a conflict of interest.

o Please list any contracts or purchase orders in the last three (3) years between the proposer and any agency of the Town.

3. Statement of Qualifications and Work Plan

A. Qualifications. For each item listed in Qualifications, please describe your firm’s qualifications, experience and capabilities as they pertain to each of the areas of qualifications listed, as well as those of the personnel to be assigned to this project.

B. Work Plan. For each item listed in Scope of Services, please describe the approach that would be generally followed in undertaking these tasks.

C. Services Expected of the Town. Identify the nature and scope of the services that would be generally required of the Town in undertaking these projects.

4. Information Regarding: Failure to Complete Work, Default and Litigation.

Please respond to the following questions:

A. Have you ever failed to complete any work awarded to you? If so, where and why?

B. Have you ever been declared to be in default on a contract? If so, where and why?

C. Is there any pending litigation or arbitration which could affect your organization’s ability to perform this agreement? If so, please describe.

D. Has your firm ever had a contract terminated for cause within the past five years? If yes, provide details.

E. Has your firm been named in a lawsuit related to errors and omissions within the past five years? If yes, provide details.

F. During the past seven years, has your firm ever filed for protection under the Federal bankruptcy laws? If yes, provide details.

G. Are there any other factors or information that could affect your firm’s ability to provide the services being sought about which the Town should be aware?

5. Exceptions and Alternatives. Proposers wishing to take any exceptions to any requirement in the RFP shall state and explain such exceptions. The Town may accept proposals which take exception to any requirements in this RFP, or which offer any alternative to a requirement herein, as well as consider such exceptions and alternatives in evaluating responses. Any exception or alternative must be clearly delineated and cannot materially affect the substance of this Request for Proposals.

6. Cost Proposal. Proposers should utilize the electronic Pricing Table.

Your proposal should be submitted through electronic bid submission on the Town's e-Procurement Portal no later than 10:00 am, Tuesday, September 15, 2026. The Town will not accept submissions by e-mail or fax. The

Town will NOT accept late proposals.

Proposals are considered valid, and may not be withdrawn, cancelled or modified, for sixty (60) days after the opening date, to give the Town sufficient time to review the proposals, investigate the proposers’ qualifications, secure any required municipal approvals, and execute a binding contract with the successful proposer.

2. Questions and Amendments

All inquiries shall be submitted regarding this RFP via the Town’s e-Procurement Portal, located at https://procurement.opengov.com/portal/berlinct. Please note the deadline for submitting inquiries. All answers to inquiries will be posted on the Town’s e-Procurement Portal. Proposers may also click “Follow” on this bid to receive an email notification when answers are posted. It is the responsibility of the bidder to check the website for answers to inquiries.

Proposers are prohibited from contacting any other Town employee, officer or official concerning this

RFP. A proposer’s failure to comply with this requirement may result in disqualification.

No oral statement of the Town, including oral statements by the Town representatives listed above, shall be effective to waive, change or otherwise modify any of the provisions of this RFP, and no proposer shall rely on any alleged oral statement.

3. Additional Information

The Town reserves the right, either before or after the opening of proposals, to ask any proposer to clarify its proposal or to submit additional information that the Town in its sole discretion deems desirable.

4. Cost for Preparing Proposal

Each proposer’s costs incurred in developing its proposal are its sole responsibility, and the Town shall have no liability for such costs.

5. Ownership of Proposals

All proposals submitted become the Town’s property and will not be returned to proposers.

6. Freedom of Information Act

All information submitted in a proposal or in response to a request for additional information is subject to disclosure under the Connecticut Freedom of Information. Proposers are encouraged not to include in their proposals any information which is proprietary a trade secret or otherwise confidential. All materials associated with this procurement process are subject to the terms of state laws defining freedom of information and privacy, and all rules, regulations and interpretations resulting from those laws.

7. Presumption of Proposer's Full Knowledge

Each proposer is responsible for having read and understood each document in this RFP and any addenda issued by the Town. A proposer’s failure to have reviewed all information that is part of or applicable to this RFP, including but not only any addenda posted on the Town's e-Procurement Portal, shall in no way relieve it from any aspect of its proposal or the obligations related thereto.

Each proposer is deemed to be familiar with and is required to comply with all federal, state and local laws, regulations, ordinances, codes and orders that in any manner relate to this RFP or the performance of the work described herein.

By submitting a proposal, each proposer represents that it has thoroughly examined and become familiar with the scope of work outlined in this RFP, and it is capable of performing the work to achieve the Town’s objectives. If applicable, each proposer shall visit the site, examine the areas and thoroughly familiarize itself with all conditions of the property before preparing its proposal.

8. Tax Exemptions

The Town is exempt from the payment of federal excise taxes and Connecticut sales tax and use taxes. Such taxes must not be included in prices.

9. Award Criteria & Selection

All proposals will be publicly opened at the time identified in this RFP on the e-Procurement Portal site.

The Town reserves the right to correct, after proposer verification, any mistake in a proposal that is a clerical error, such as a price extension, decimal point error or FOB terms. If any error exists in an extension of prices, the unit price shall prevail.

The Town reserves the right to accept all or any part of a proposal, reject all proposals, and waive any informalities or non-material deficiencies in a proposal. The Town also reserves the right, if applicable, to award the purchase of individual items under this RFP to any combination of separate proposals or proposers.

The Town will accept the proposal that, all things considered, the Town determines is in its best interests.

Although price will be an important factor, it will not be the only basis for award. Due consideration may also be given to a proposer’s experience, references, service, ability to respond promptly to requests, past performance, and other criteria relevant to the Town’s interests, including compliance with the procedural requirements stated in this RFP.

Insurance Requirements & Indemnification

1. Insurance Requirements

The selected vendor must maintain insurance that meets the Town’s insurance requirements (listed below), to protect the Town from claims for loss or injury which might arise out of or result from the operations under this contract. Additionally, the selected vendor must file Certificates of Insurance with the Town, naming the Town as an additional insured.

Worker’s Compensation, employer liability (or statutory limits - greater of two), $1,000,000.

Comprehensive General Liability with limits of not less than $1,000,000.00 per occurrence.

Professional Liability with limits not less than $1,000,000.

Umbrella Liability of not less than $1,000,000.

Comprehensive Automobile Liability (owned, non-owned, hired) of $1,000,000.00 each accident.

2. Indemnification

The Vendor at its own expense and without exception, shall indemnify, defend and pay all damages, costs, expenses, including attorney fees, and otherwise hold harmless the Town of Berlin, its employees, and agents, from any liability of any nature or kind in regard to the delivery of these services. The Vendor shall secure and maintain General Liability Insurance as will protect him from claims under the Worker’s Compensation Acts and from claims for bodily injury, death, or property damage which may arise from the performance of his services under this contract.

3. Hold Harmless Agreement

The Consultant, its agents and assigns shall indemnify and hold harmless the Town of Berlin and the Berlin

Board of Education, including but not limited to, its elected officials, its officers, and agents, ("the Town") from any and all claims made against the Town, including but not limited to, damages, awards, costs and reasonable attorney’s fees, to the extent any such claim directly and proximately results from the wrongful, willful or negligent performance of services by the Consultant during the Consultant’s performance of this Agreement or any other Agreements of the Consultant entered into by reason thereof. The Town agrees to give the Consultant prompt notice of any such claim and absent a conflict of interest, an opportunity to control the defense thereof.

As a municipal agency of the State of Connecticut, the Town will NOT defend, indemnify, or hold harmless the successful proposer.

4. Conditions

Consultants responding to this RFP will be expected to adhere to the following conditions in an agreement with the Town and must make a positive statement to that effect in its proposal submitted:

The Consultant has personnel sufficient to assure service continuity and project completion and agree to maintain adequate qualified personnel for the full duration of the contract.

Agree that all work produced under this agreement will become property of the Town of Berlin.

Agree to provide the insurance coverage herein specified for the full duration of the contract's term, including any and all extensions.

Agree to accept and follow management direction from the Town and specifically, the individuals named herein or their duly authorized designee(s).

Agree to conform to all applicable laws and ordinances and policies of the Federal Government, State of

Connecticut and Town of Berlin.

Agree that if the Town cannot in good faith negotiate a written contract within a reasonable time with the selected Consultant, the Town may unilaterally cancel its selection of that Consultant.

Agree that periodic payments to the Consultant will be made as agreed upon in the signed contract.

Agree that if services are not performed in a timely manner so as to meet the Town’s stated time frame, the

Town may withhold payment, or portions of payment as liquidated damages in amounts of no less than $250 per day for every day or portions of the day that timeframes are not met.

Agree that the Town reserves the right to terminate the contract at any time. In the event of contract termination, the Consultant shall be entitled to payment for approved services rendered after the execution of the contract and prior to receipt of notice of termination. However, if the Consultant has damaged the Town, said payment may be withheld until the Town determines whether or not by how much said payment should be reduced.

Agree that the contract between the Town and the Consultant shall be governed by and construed in accordance with the laws of the State of Connecticut and the ordinances of the Town of Berlin.

Agree that no conflict of interest exists. Identify the nature of any potential conflict of interest your firm might have in providing services to the Town under this RFP. Discuss fully any conflicts of interest, actual or perceived, which might arise in connection with your firm’s performance of the proposed agreement. If conflicts do or might exist, describe how your firm would resolve them.

Agree to protect and safeguard Town confidential information. If there is a security breach that affects Town confidential information while that information is in the possession of the Consultant, the Consultant will pay for any and all costs incurred with that security breach.

5. Anti-Collusion Statement

Proposers and their employees, officers, advisers, agents or sub-contractors must not engage in any collusive bidding or other anti-competitive conduct, or any other similar conduct, in relation to:

• the preparation or submission of Proposals;

• the clarification of Proposals; and the conduct and content of negotiations, including final contract negotiations, in respect of this RFP or procurement process, or any other procurement process being conducted by the Town in respect of any of its requirements.

Scope of Services

1. Scope

The selected Health Benefits Consultant shall identify base cost of services as provided under the Scope of

Services and identify the cost impacts of the various options/alternatives itemized separately; fees for additional services clearly stated. The work of the consultant shall include:

• Market all insurances and stop loss to include, but not be limited to, preparation of bid specifications, evaluation of proposals received, and recommendations on contracts to be signed for with effective date to be determined by the Town.

• Coordinate and review necessary demographic data for marketing.

• Should the Town and/or Board of Education elect to change carriers following the marketing process, manage and review the SPD development ensuring that the selected vendor provides benefits that are comparable to or better than those currently in effect.

• Provide a disruption analysis relative to the provider, pharmacy, hospital and appropriate other vendor networks. Attend various employee, committee, BOE and Town meetings as necessary.

• Review all contracts and booklets. Prepare, advise and file any IRS required forms.

• Review current plan experience, claims, and market trends, and negotiate cost savings and renewal premiums with all insurance providers on an as needed basis.

• Periodically review the health insurance plans, claims and fees and provide a reasonability analysis in comparison with industry norms.

• Ensure accurate follow through and completion on all negotiated contractual

• arrangements made between the Town of Berlin and Board of Education and their health insurance carrier(s).

• Ensure that any self-funding arrangements with third party administrators are appropriately managed.

• Monitor the third-party administrator’s actuarial assumptions under self-insured programs, if applicable.

• Intervene and resolve with providers, problems that may arise regarding claims, proper coverage, routine administration and day-to-day account service.

• Cause the Town and Board of Education to be provided with accurate management reports/utilization, review on comment information from all carriers on a continuing basis. Meet with Town representatives and BOE as required.

• Provide the Town and Board of Education with information and recommendations on new health insurance programs, more cost-effective products, funding options, future trends in employee benefit plans and plan designs.

• Analyze annual renewals for all self-insured and insured plans and periodically solicit coverage proposals from alternative providers for insurance coverage as well as stop loss coverage.

• Develop strategies for presentation and implementation of any new benefit program to employees, unions, other employee groups and Town Boards.

• Serve in an advisory capacity during negotiations with collective bargaining units. This includes costing and analyzing benefit proposals, providing counsel to negotiators, and testifying at negotiation, mediation, and arbitration sessions as needed.

• Serve on the Town’s Benefit Committee providing guidance and support as needed.

• Coordinate employee communications and conduct employee informational meetings for current benefit plans and as new programs are implemented.

• Provide expert advice and/or testimony in disputes that may arise between the Town and Board of

Education and their labor unions, as they pertain to the health insurance benefit plans.

• Inform the Town and Board of Education and Administration of changing legislation and legal decisions affecting employee benefits. Recommend and discuss methods to comply with these changes.

• Provide information as necessary for actuaries evaluating the Other Post Employment Benefits (OPEB) plan.

• Periodically conduct a claims audit which randomly reviews the accuracy of claims administration.

CONTRACT MANAGEMENT

The Consultant will work under the direction of the Berlin Town Finance Director, Human Resources Director and Chief Operations Officer of the Berlin Public Schools. The selected Consultant will assign one qualified individual, who will be the firm's day-to-day contact person who will be responsible for directing and coordinating the activities of the firm's personnel in all aspects of the project

TERM

The term of this contract will be for a 5-year period, from 2027 through 2032. It is expected that the successful consultant will take over the existing policies via “consultant of record” as of July 1, 2027. Any contract entered into by the Town and the successful bidder shall provide that the Town may terminate the contract upon thirty

(30) days’ notice to the bidder.

2. Background Information and Existing Environment

The Town of Berlin and the Berlin Board of Education have utilized a health benefits consultant in their on-going dealings with applicable insurance companies.

The current consultant is USI Insurance Services. USI is compensated directly on fixed fee basis. The successful consulting firm will be compensated in the same fashion; no commission based proposals will be entertained.

Medical and Dental insurance for active employees and retirees is currently provided through Cigna for medical &

Anthem for dental, subject to change. For the past three years, the total costs for the Town’s medical plan were:

Year Total 2026 $13,368,712

2025 $10,588,441

2024 $10,586,835

This is approximately where we are now as far as total number of subscribers. It will vary every month depending on terminations/new hires.

• Town all Subscribers (471) – as of May 2026

• BOE all Subscribers (729)

• Total Members (Town/BOE) – roughly 1,200

For the Town, all employees hired prior to July 1, 2026, may choose between the High-Deductible Health Plan/HSA and

PPO plans. Effective July 1, 2026, all new Town hires may only select the High Deductible Health Plan/HSA. All BOE members must enroll in the High-Deductible Health Plan / HSA. Retirees are currently enrolled in either the Anthem BC65

High Plan Option or Major Medical. There are 36 over 65 retires in the Anthem plans.

Stop loss limit is $150,000 individual claim. Stop loss premiums for each of the past years were $1,300,032 for FY 2026, $1,198,734 for FY 2025 and $853,159 for FY 2024.

Group Life, AD & D and LTD Insurance for the Town and BOE are also with The Hartford. Life insurance for the Town is equal to one times annual salary with a double indemnity plus $100,000 for accidental D&D. Life insurance for the BOE varies by union group. Employee paid voluntary life insurance (employee, spouse & dependent) is also offered to all Town and BOE employees.

The Town & the BOE utilize Advanced Benefits Strategies, Inc, as its provider for Flexible Spending Accounts for both heath and dependent care. The Town & BOE also utilize Advanced Benefits Strategies, Inc. as their third party vendor for retiree billing and COBRA billing.

The online system is eNavigator purchased through EBM.

Pricing Table

FEE PROPOSAL

Line Item Description Unit of Measure Unit Cost

1 FY 2027-2028 Fee

2 FY 2028-2029 Fee

3 FY 2029-2030 Fee

4 FY 2030-2031 Fee

5 FY 2031-2032 Fee

TRANSITION/ADVISORY PERIOD

Although we have a broker of record in place through 7/1/27, we would like the successful bidder to begin providing transition, advisory, and consulting services immediately following execution of the new agreement.

Line Item Description Unit of Measure Unit Cost

1 Transition, advisory, and consulting services immediately following execution of the new agreement Fee

Evaluation Criteria

The following specific criteria are expected to be among those utilized in the selection process. They are presented as a guide for the proposer in understanding the Town’s requirements and expectation for this project and are not necessarily all inclusive or presented in order of importance.

• The background experience, and strength of the Proposer in providing similar services elsewhere, including the level of experience in working with other Connecticut municipalities of similar size, and the quality of services performed, either for other school systems or other municipalities, or both.

• The Proposer’s responsiveness and compliance with the RFP requirements and conditions to provide the services requested.

• A review of references provided with the Proposal, and administration of prior contracts.

• Competitiveness of proposed fee. The Town reserves the right to negotiate fees with the selected

Proposer.

The Town may elect to have the proposals evaluated by a committee as part of making a selection. If deemed necessary, the Town reserves the right to arrange for interviews/oral presentations as part of the selection process, which invitations for interviews may involve a short-listing of the proposals received.

If the proposer does not execute the Contract within ten (10) business days of the date of notification, unless extended by the Town, the Town may call any proposal security provided by the proposer and may enter into discussions with another proposer. The Town will post the Notice of Award on the e-Procurement Portal, https://procurement.opengov.com/portal/berlinct.

The Interview and Contract Execution dates in Key Dates are anticipated, not certain, dates.

Proposal Submission

1. Respondent Submittals (without Cost)*

Please Upload your COMPLETE proposal excluding pricing here, including any required information listed in the solicitation and the corresponding attachments as well as company information and background.

*Response required

2. Provide 3 References *

Each reference must include:

Business Name, Address, City, State, Phone Number, and an Individual Contact Name and Position

*Response required

3. Certificate of Insurance*

If awarded, vendor MUST provide an updated COI naming the Town as an additional insured at the time of contract signing as well as sending updated COI's while still on the job.

*Response required

4. W-9*

*Response required

5. Proposal Confirmation*

I certify that I have read, understood and agree to the terms in this solicitation, and that I am authorized to submit this response on behalf of my company. Pursuant to and in full compliance with the RFP, the undersigned certifies this proposal is submitted without collusion and all responses are true and accurate. If awarded this proposal, it is agreed that this forms a contractual obligation to provide services at fees specified in this Proposal, subject to and in accordance with all instructions, conditions, requirements contained in the documents, including addenda, which are made part of this proposal.

☐ Please confirm

*Response required