REQUEST FOR PROPOSAL (RFP) DEPENDENT ELIGIBILITY VERIFICATION Confidentiality By submitting a response to this RFP, the provider expressly acknowledges that ABC Company and ABC Company’ data, plans, financial data, contents of the RFP, and other employer information disclosed in this process are the sole and exclusive property of ABC Company. The provider agrees that it will safeguard such information to the same extent it safeguards its own confidential material or data relating to its own business information that is of a confidential or proprietary nature. The provider agrees that it will not disclose any of the ABC Company information to any third party without the express, written permission of ABC Company. Background of Organization Please provide the following information about your organization. An executive summary, management team competencies, and background Advantages of your firm’s services Address, phone, fax, email, website address, and any other pertinent information for your organization’s office that would be servicing this account Your historical competitive advantage and the steps you are taking to maintain that advantage in the future Financial condition, particularly the operating entity that will provide services to ABC Company The location(s) where various aspects of your organization’s services will be provided (include phone center, communications, recordkeeping, etc.) Three current client references that are similar in scope to ABC Company, including the contact’s name, title and telephone number A general organization chart of your organization, indicating the names/positions on the chart of all persons who will work on the account Key Personnel Provide the name of the account executive who will provide consulting services to ABC Company under this contract. For this individual, provide the following information: Description of consulting experience Education Length of employment with your firm Length of employment as a consultant Professional credentialing and affiliations Description of prior employment Principal area of strengths
REQUEST FOR PROPOSAL (RFP) DEPENDENT ELIGIBILITY VERIFICATION Confidentiality By submitting a response to this RFP, the provider expressly acknowledges that ABC Company and ABC Company’ data, plans, financial data, contents of the RFP, and other employer information disclosed in this process are the sole and exclusive property of ABC Company. The provider agrees that it will safeguard such information to the same extent it safeguards its own confidential material or data relating to its own business information that is of a confidential or proprietary nature. The provider agrees that it will not disclose any of the ABC Company information to any third party without the express, written permission of ABC Company. Background of Organization Please provide the following information about your organization. An executive summary, management team competencies, and background Advantages of your firm’s services Address, phone, fax, email, website address, and any other pertinent information for your organization’s office that would be servicing this account Your historical competitive advantage and the steps you are taking to maintain that advantage in the future Financial condition, particularly the operating entity that will provide services to ABC Company The location(s) where various aspects of your organization’s services will be provided (include phone center, communications, recordkeeping, etc.) Three current client references that are similar in scope to ABC Company, including the contact’s name, title and telephone number A general organization chart of your organization, indicating the names/positions on the chart of all persons who will work on the account Key Personnel Provide the name of the account executive who will provide consulting services to ABC Company under this contract. For this individual, provide the following information: Description of consulting experience Education Length of employment with your firm Length of employment as a consultant Professional credentialing and affiliations Description of prior employment Principal area of strengths
Sample-RFP_DEV_web.docx