Agenda - 02-17-2015 - 7a - Laserfiche WebLink

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M II. Planned dates for this marketing process: Activity Target Date Qualifications and proposals received from firms. December 9, 2014 Evaluation, possible interviews Late December 2014 early January 2015 Decision /Award notification date By late January 2015 III. Qualifications 1. Orange County requires a North Carolina licensed Broker of Record who is independent and is not affiliated with any insurance company, third party administrative agency, or provider network. The Broker must demonstrate that they have the expertise, resources, capability, and experience to provide the materials and services for employers with at least 900 employees and approximately 150 pre 65 retirees. Such qualifications must be fully evident within the proposal. 2. Each Proposer shall provide a statement of qualifications as required by these specifications. a. Proposal offers examples of proposer's experience in similar projects. b. Proposal clearly defines organization of agency, listing management and staff and explains history and structure of company. c. Proposal shows demonstrated capabilities (i.e. financial solvency, client base, network capabilities etc.) 3. Orange County may make such investigations it deems necessary to determine the ability of the Proposer to perform the work. The County reserves the right to reject any Proposal if the information submitted by, or investigation of such Proposer fails to satisfy the County that such Proposer is properly qualified to carry out the obligations of the contract and to complete the work contemplated therein. Conditional Proposals will not be accepted. 4. Proposal demonstrates the proposer's comprehension of the required work outlined in the Purpose and Scope of Services of this request for proposal. Further, the submitted proposal offers a comprehensive plan to meet the County's insurance requirements. 5. The awarded Broker shall, at his or her own expense, maintain in effect at all times during the performance of the work under this contract at least the insurance coverage specified in the insurance requirements as included in the attached referenced sample contract. The Broker shall file with the Orange County Purchasing Agent evidence of insurance certifying the required coverage. Professional Liability or Errors and Omissions Insurance is required as per the attached. Proof of ability to obtain Professional Liability Insurance is required to be submitted with the proposal. IV. Requirements of proposals When providing your proposal and business references, consideration should be given to the following: Orange County is located on the edge of the Research Triangle Park. With more than 130,000 residents;