PROPOSER_REFERENCE_FORM.docx

DOCX document 16 KB Posted

Attached to
2658RFP - Employee Benefits Consulting Services
Solicitation number
2658RFP
Issued by
Volusia County, Florida

About this file

This is a Proposer's Reference Form for the City of Daytona Beach's solicitation for Employee Benefits Consulting Services in Florida. The form requires proposers to list and document their three largest commercial insurance accounts for Florida municipalities or other governmental organizations serviced during the past five years with similar scope of services. The City of Daytona Beach is seeking qualified consultants to provide employee benefits consulting services, including insurance marketing and placement services, policy review and coverage verification, and risk management consulting.

For each client reference listed, proposers must complete detailed reference data including the client's name, business description, address, primary contact information with title and phone number, and a comprehensive description of the program and services provided. This reference documentation requirement allows the City of Daytona Beach to evaluate proposers' relevant experience and track records with similar governmental clients before making a final selection for the employee benefits consulting services contract.

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PROPOSER’S REFERENCE FORM

A. ACCOUNTS

List the three largest commercial insurance accounts for Florida municipalities or other governmental organizations serviced by proposer during the past five years with similar scope of services.

1. ________________________________________________________

1. ________________________________________________________

1. ________________________________________________________

Complete one reference form for each client listed above.

REFERENCE DATA

Name of Client: _____________________________________________

Business of Client: ___________________________________________

Address of Client: ____________________________________________

Client’s Contact and Title: _____________________________________

Client’s Phone:

Description of Program/Services Provided:

________________________________
Proposer’s Name

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