DOCUMENT

RFP - Employee Benefits Agent - Broker of Record 2005

  • YEAR CREATED: 2005
  • ENTITY TYPE: County
  • TYPE OF DOCUMENT: RFP - Request for Proposals
The document is a Request for Proposal (RFP) for a broker(s) of record for Garfield County. The document outlines the requirements and criteria for selecting a broker to manage the county's account. The document includes various sections such as references, disclosure, compensation, consultant biography, local presence, client implementation and service, marketing process, proposal submission, selection process, and questions. In terms of personnel and systems used to manage the account, the document does not provide specific details. However, it does ask for the broker(s) to provide references of clients for whom similar services have been performed. It also asks for the professional biography of the primary consultant who would be working on the account, including their client and carrier experience. The document also asks about the broker's office presence in the Glenwood Springs area, the duration of their office being there, and the availability of full-time service staff at that location. It also inquires about the percentage of the broker's total business located in Garfield County. The document asks for a description of the process used when bringing on a new client and an outline of the broker's customer service model. It also asks for a description of the process employed when taking plans out to market on a client's behalf. The proposal submission section specifies that three copies of the completed proposal, including all costs and required information, must be submitted by a certain deadline. The selection process section mentions that proposals will be evaluated based on related experience, knowledge of government disability programs, professional qualifications of individuals assigned to the project, fees, and overall proposal content. The county reserves the right to reject any and all proposals and negotiate final terms and conditions. The document concludes with a section on the selection criteria, which includes points awarded for past experience, quality of proposed primary consultant, new client implementation process, local presence, and best value to the county. The proposals will be individually scored by a selection committee, and the firm with the lowest numerical ranking will be selected.
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