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REQUIRED CONTENTS OF PROPOSAL <br />The purpose of the proposal is to demonstrate the qualifications, service level, cost for <br />services, competence and capacity of the firms seeking to become an agent of record <br />for the City of Ramsey. The proposal should address all the points outlined here as <br />required. <br />1. Benefits program(s): <br />1. Specify which benefit program(s) your firm is bidding on. <br />2. If your firm is bidding on the health or COBRA administration programs, <br />please answer the following questions: <br />i. Does your firm provide HRANEBA administration services through a <br />TPA? If so, please indicate the name of the TPA? <br />ii. Does your firm provide COBRA administration services? If so, does <br />your firm provide COBRA administration directly or through a TPA? If <br />your firm uses a TPA, please indicate the name of the TPA. <br />2. Firm History and Experience: <br />1. Brief history of firm including size and any specialty areas. <br />2. Background company data, including financial references. <br />3. Particular expertise or involvement in the insurance /employee benefits industry. <br />4. Municipal experience. <br />5. List of providers the firm is associated with. <br />6. Expected communication responsibilities. <br />3. Qualifications: <br />1. Description of service philosophy. <br />2. Conceptual program structure and pricing. <br />3. An introduction of the account team, by name with specific roles, qualifications <br />and experience, and distribution of responsibilities including support capabilities. <br />4. Current use of technology, especially capability for computerized legal /benefit <br />design research and for sharing and editing documents electronically. <br />5. Action -plan and timetable for assuming responsibilities as well as future <br />design /cost containment plan. <br />6. Detail of services and resources that will be provided to the City. <br />7. Indicate current responsibilities of person designated to serve as lead contact for <br />the City. <br />B. References: <br />1. List new clients and the clients that have left your firm over the last three <br />years. Provide the contact names and telephone numbers. <br />2. List of cities you currently represent and the types services provided. Provide <br />the contact names and telephone numbers. <br />12 <br />