RFP for Insurance BrokerCITY OF SCHERTZ
REQUEST FOR PROPOSAL
# 14- HR- 09 -M -01
HEALTH INSURANCE BROKER SERVICES
Sealed Requests for Proposal addressed to the Director of Purchasing, will be received on March 20,
2014 until 10:00 a.m., at the Purchasing and Asset Management Department, 10 Commercial Place,
Bldg. #1, Schertz, Texas 78154. All Requests for Proposals must be in the City of Schertz's
possession on or before the scheduled date and time (no late RFP's will be accepted).
Respondents receiving a "REQUEST FOR PROPOSAL ", notice in the mail, or reading the
announcement in the newspaper are advised that the RFP documents can be obtained by
contacting Purchasing and Asset Management, 10 Commercial Place, Schertz, TX 78154 or by
calling the Department at (210) 619 -1160.
Be advised that if your company downloaded the documents from the web page and is
contemplating on responding to this RFP you MUST register as a Schertz Vendor at
www.DublieDurchase.com so any changes /additions via Addendum can be accessed by your
company. Vendor registration instructions can be found at www.schertz.com, Departments,
Purchasing, Open Bids and click on the words "Vendor Registration Instructions ". Any questions in
reference to this proposal may be directed to Rita Duprat - Waldo, Director of Purchasing & Asset
Management at (210) 619 -1160.
Request for Proposal responses received after the deadline will not be considered. The City shall
evaluate the Request for Proposals on the basis of technical ability, experience, and ability to perform
the work and factors identified within the attached request for Request for Proposals solicitation.
The City of Schertz reserves the right to refuse and reject any or all responses, waive any or all
formalities or technicalities, accept the response or portions of the response determined to be the
best and most advantageous to the City, and hold the responses for a period of 120 days without
taking action. The City of Schertz reserves the right to accept responses from more than one firm
determined to be the best option for the City. Respondents are required to hold their Proposals firm
for the same period of time.
Hand - deliver Bids: Purchasing & Asset Management Department, 10 Commercial Place,
Bldg # 1, Schertz, TX 78154
If using Land Courier (i.e., FedEx, UPS): Purchasing & Asset Management Department, 10
Commercial Place, Bldg. #1, Schertz, Texas 78154.
A Pre - Proposal meeting will be held March 11, 2014 at 10:00 a.m. in the Schertz Administration
Building Conference Room, 1400 Schertz Parkway, Building #2, Schertz, TX 78154. All
prospective respondents are encouraged to attend.
LABELING INSTRUCTIONS: Envelopes must be clearly marked:
CITY OF SCHERTZ REQUEST FOR PROPOSAL
# 14- HR- 09 -M -01
HEALTH INSURANCE BROKER SERVICES
CITY OF SCHERTZ
INSTRUCTIONS TO RESPONDENTS
DEVIATION FROM SPECIFICATION/ REQUIREMENTS
Please read the requirements thoroughly and be sure that your Proposal complies with all
requirements /specifications noted. Any variation from the solicitation requirements /specifications must
be clearly indicated by letter, on a point by point basis, attached to and made a part of your RFP. If no
exceptions are noted, and you are the successful respondent, the City of Schertz will require that the
service(s) be provided as specified.
PURPOSE:
The purpose of these specifications /requirements and RFP documents is to award a service
agreement for:
HEALTH INSURANCE BROKER SERVICES
INTENT:
The services to be provided under this RFP /Proposal shall be in accordance with and shall meet all
specifications and /or requirements as shown in this solicitation for Request for Proposal (RFP). There
is no intention to disqualify any respondent who can meet the requirements.
SUBMITTAL OF RFP
RFP's shall be submitted in sealed envelopes as referenced on the attached solicitation. One (1)
original marked "ORIGINAL, five (5) complete sets marked "COPY 1, COPY 2, etc. etc..." and (1)
DVD or USB of the response is to be submitted complete with all supporting documentation. RFP's
submitted by facsimile (fax) or electronically WILL NOT be accepted. Submittal of a response to this
Request for Proposal (RFP) constitutes an offer by the respondent. Once submitted, RFP's become
the property of the City of Schertz and as such the City reserves the right to use any ideas contained
in any proposal regardless of whether that respondent /firm is selected. Submission of a proposal in
response to this solicitation, by any respondent, shall indicate that the respondent(s) has accepted
the conditions contained in the RFP, unless clearly and specifically noted in the RFP submitted and
confirmed in the contract between the City and the successful respondent. RFP's which do not
comply with these requirements may be rejected at the option of the City. RFP's must be filed with
the City of Schertz before the deadline day and hour. No late RFP's will be accepted. They will be
returned to respondent unopened (if properly identified). Failure to meet RFP requirements may be
grounds for disqualifying your Proposal.
Hand - deliver RFP's: Purchasing & Asset Management Department, 10 Commercial Place,
Building #1, Schertz, TX 78154
If using Land Courier (i.e., FedEx, UPS): Purchasing & Asset Management Department,
10 Commercial Place, Building #1, Schertz, Texas 78154
STATE SALES TAX MUST NOT BE INCLUDED IN RFP/ PROPOSAL/ BID
F- 11*1N0111, 1=1i!16
Respondent's are advised that the City of Schertz shall not allow the successful respondent to sell,
assign, transfer, or convey any part of any contract resulting from this RFP's in whole or in part, to a
third party without the written approval of the Purchasing and Asset Management Department for the
City of Schertz.
PREPARATION OF RFP's:
Proposals MUST give full firm name and address of respondent, and be manually signed. Failure to
do so will disqualify your proposal. Person signing proposal must show title or AUTHORITY TO BIND
HIS /HER FIRM IN A CONTRACT. Firm name and authorized signature must appear on each page
that calls for this information. The legal status of the Respondent/Bidder whether corporation,
partnership, or individual, shall also be stated in the proposal. A corporation shall execute the
proposal by its duly authorized officers in accordance with its corporate by -laws and shall also list the
state in which it is incorporated. A partnership Respondent/Bidder shall give full names and
addresses of all partners. All partners shall execute the proposal. Partnership and Individual
Respondent /Bidder shall state in the proposal the names and addresses of all persons with a vested
interest therein. The place of residence of each respondent/ Bidder, or the office address in the case
of a firm or company, with county and state and telephone number, shall be given after the signature.
Any costs associated with assembling this proposal will be at the sole expense of the respondent.
TIME ALLOWED FOR ACTION TAKEN:
The City of Schertz may hold RFP /Proposals 120 days after proposal deadline without taking action.
Respondents are required to hold their RFP /Proposals firm for same period of time.
RIGHT TO REJECT/ AWARD:
The City of Schertz reserves the right to reject any or all RFP's, to waive any or all formalities or
technicalities, and to make such awards of contract as may be deemed to be the best and most
advantageous to the City of Schertz.
AWARD:
Respondents are advised that the City of Schertz is soliciting Request for Proposals in compliance
with Local Government Code 252 "Purchasing and Contracting Authority of Municipalities," and award
shall be made to the respondent(s) that in the opinion of the City of Schanz is the best qualified and
provides the best value for the City. The City of Schertz reserves the right to award contracts to
more than one vendor under this proposal.
ALTERATIONS /AMENDMENTS TO RFP:
RFP's CANNOT be altered or amended after the opening deadline. Alterations made before opening
time must be initialed by respondent guaranteeing authenticity. No RFP may be withdrawn after
opening time without reasonable exception in writing and only after approval by the City of Schertz.
NO RESPONSE TO RFP:
If unable to submit an RFP, respondent should return a negative response specifying reasons
LIST OF EXCEPTIONS:
The respondent shall attach to his /her RFP a list of any exceptions to the specifications /requirements,
on a point by point basis.
INTERPRETATIONS:
Any questions concerning the requirements or scope of work with regards to this solicitation for
statement(s) of Proposals shall be directed to the designated individuals as outlined in the RFP. Such
interpretations, which may affect the eventual outcome of this request for Request for Proposals, shall
be furnished in writing to all prospective Respondents via Addendum. No interpretation shall be
considered binding unless provided in writing by the City of Schertz in accordance with paragraph
entitled "Addenda and Modifications ".
SYNONYM:
Where in this Proposal, "RFP for SERVICES" is used, its meaning shall refer to Proposal
REQUEST FOR PROPOSAL
# 14- HR- 09 -M -01
HEALTH INSURANCE BROKER SERVICES
I.PURPOSE
The City of Schertz, Texas seeks an agreement with qualified firms or corporations to provide the
following health related insurance brokerage services for City of Schertz Employees, family members
and retirees:
1. Medical Insurance
2. Dental Insurance
3. Vision Insurance
4. COBRA
5. Life Insurance
6. Long -Term Disability
7. Short -Term Disability
II. SCOPE OF SERVICES REQUIRED
Qualified Vendors shall be responsible for the following duties and services:
1. Provide prompt and reliable service to City employees;
2. Fully administer the required brokerage services via automated and streamlined
processes;
3. Provide annual open enrollment sessions scheduled through Human Resources ;
4. Provide line item fee schedules (as applicable) for all services proposed ;
5. Provide on -staff medical direction and underwriting;
6. Provide wellness services through an on -staff wellness coordinator;
7. Provide 24 -7 Customer Service to City employees;
8. Provide renewal calendars and action plans for enrollment plans;
9. Provides benefit plan advising and resources;
10. Assists in Communication campaigns regarding insurance education and wellness; and
11. Write RFP's for all medical carrier services.
III. QUALIFICATIONS
1. Be firms, corporations, individuals or partnerships normally engaged in provision of the
services specified herein; and
2. Be licensed to perform these services in the State of Texas.
IV. PROPOSAL REQUIREMENTS
Respondents are encouraged to submit concise, clear responses to this solicitation.
Responses of excessive length and /or complexity are discouraged. Each RFP must address, but not
be limited to, the following requested information. Proposals that do not include the required
information may be deemed non - responsive and may not be considered for contract award.
Respondents are encouraged to be specific about the firms' expertise as it relates to the Request for
Proposal. All documents and information must be complete and bear proper signature(s) of binding
parties.
General Information
1) Briefly describe your firm's history, number of employees and year in existence
2) Describe the account team that would work on our account, the responsibilities of each
member, their background, and tenure.
Account Services / Communication
1) How do you provide employee advocacy?
2) Describe what benefit plan summaries, newsletters, updates, and other informative
publications you provide routinely to your clients. Please provide sample copies of these
and any other topics related to communication.
3) How can you assist in facilitating open enrollment meetings? How will you provide for on-
line enrollment?
4) Describe how you would administer and manage a self- insured program.
5) Describe how you will educate our employees in the use of benefits and cost containment
initiatives.
6) What is your process for ensuring customer satisfaction and timeliness of deliverables?
7) Demonstrate how employees and dependents will enroll and access plan and account
information on -line.
8) Convey your plan for interfacing with City staff.
Data Analvsis and Strateaic Plannina
1) How do you report the claims activity of our account? How do you protect clients from
surprises?
2) Outline your ability and the resources available to establish trends and recommendations
in plan design.
3) Describe your process for negotiating renewals. Provide a history of broker fees in
comparable organizations and what your proposed brokerage fee will be for the City of
Schertz.
4) Describe some of the methodologies that you have seen work in containing costs that do
not negatively impact employees in terms of hidden /additional costs, fees, or loss of
services.
5) Describe the normal consulting service we should expect and your approach to benefits
planning, funding and cost containment.
6) Describe your RFP process, general timeline and role in managing renewals.
7) What type of Benchmarking data will you provide?
8) Describe your successes in comparable organizations in containing monthly dependent care
costs including incentive programs used. Describe options for the City to either subsidize or
provide dependent care coverage.
Wellness
1) What tools can you provide us to help implement/ continue our wellness program?
2) Can you provide examples of low cost wellness tools?
3) What is your process for measuring the success or failure of a wellness program?
4) Describe successful wellness programs that have helped comparable organizations reduce
costs.
Compliance
1) Do you have in -house legal advisors who provide counsel to your clients?
2) Describe methods you employ to disseminate information about current trends and
legislation. Please provide examples.
3) Describe how you monitor and advise your clients on local and national legislative
developments.
V. EVALUATION PROCESS
After the deadline for receipt of RFP's, an evaluation committee will review all proposals
utilizing the evaluation criteria noted below.
VI. EVALUATION CRITERIA
The following criteria and weight factors will generally be used to evaluate the RFP:
1. Experience in providing services to the City of Schertz or any other government entities and
success ratio in performing this service. (0 -25).
2. Capability to perform all of the services required by this RFP, including personnel
availability and current workload. (0 -25).
3. Reputation for personal and professional integrity and references. (0 -15).
4. Key personnel's professional background, certifications and experience in providing the
primary services. (0 -25).
5. Service fee structure. (0 -10).
VII. SELECTION PROCESS
Based on the Evaluation Committee review, several vendors may be short- listed, for further
consideration, and may be required to submit supplemental information and /or a presentation.
The City reserves the right to select more than one vendor to provide the service detailed in
this RFP, or to reject all submissions.
VIII. ADDITIONAL REQUIRED INFORMATION
The following Items must be included as part of your RFP Submittals:
Executive Summary
• List of local office(s) and resources.
• Overview of services proposed
Describe your organization's personnel:
• Specify the number of full -time employees
• Identify the personnel who would handle accounts on behalf of the City
References
• Provide at least three (3) references (entities) for which you provide health insurance broker
services. These references should include the name of the contact person, address, and
phone number.
• Any other information you consider pertinent to this proposal.
IX. CONTRACT AWARD
The City does not guarantee that a contract (or contracts) will be awarded as a result of the RFP. In
the event that a contract award is made, but the contract is not executed, the City does not guarantee
that the contract will be re- awarded.
X. RESPONSE DEADLINE
Responses to the RFP must be addressed to Rita Duprat - Waldo, Director of Purchasing & Asset
Management, City of Schertz, and received at the Purchasing and Asset Management Department,
10 Commercial Place, Building #1, Schertz, TX 78154, by 10:00 a.m., March 20, 2014 for
consideration. One (1) Original, five (5) complete sets of the response and a DVD or USB copy must
be submitted no later than this date and time in a sealed envelope indicating that its contents are in
response to the Request for Statement(s) of Proposal Request, please refer to Notice for labelina
instructions.
RFP's will be accepted in person, by United States Mail, or by private courier service. RFP's will not
be accepted by oral communication, telephone, electronic mail, telegraphic transmission, or facsimile
transmission. RFP's may be withdrawn prior to the above scheduled time set for closing. Alterations
made before RFP closing must be initiated by respondents guaranteeing authenticity.
Hand - deliver Bids: Purchasing & Asset Management Department, 10 Commercial
Place, Building #1, Schertz, TX 78154
If using Land Courier (i.e., FedEx, UPS): Purchasing & Asset Management
Department, 10 Commercial Place, Building #1, Schertz, TX 78154
There is no expressed or implied obligation on the part of the City of Schertz to reimburse responding
firms for any expenses incurred in preparing Request for Proposals in response to the request.
XI. CLARIFICATION OF REQUIREMENTS
All requests for additional information or clarification concerning this RFP must be submitted, in
writing, no later than 1:00 P.M., March 13, 2014 and addressed to:
Rita Duprat - Waldo, Director of Purchasing & Asset Management
10 Commercial Place, Bldg. #1
Schertz, TX 78154
Email: Purchasing @schertz.com
Fax (210) 619 -1169
XII. ADDENDA AND MODIFICATIONS
Any changes, additions, or clarifications to the RFP are made by amendments (addenda) and will be
posted on the Public Purchase website. Any respondent in doubt as to the true meaning of any part
of the RFP or other documents may request an interpretation from the Purchasing and Asset
Management Department. At the request of the respondent, or in the event the Purchasing and Asset
Management Department deems the interpretation to be substantive, the interpretation will be made
by written addendum issued by the Purchasing and Asset Management Department. Such addendum
will be attached to the original RFP in the Public Purchase file and will become part of the RFP
package having the same binding effect as provisions of the original RFP. It shall be the
respondent(s) responsibility to ensure that they have received all Addenda in respect to this project.
Furthermore, respondents are advised that they must recognize, comply with, and attach a signed
copy of each Addendum which shall be made part of their Submittal. Respondent(s) signature on
Addenda shall be interpreted as the respondent's "recognition and compliance to" official changes as
outlined by the City of Schertz and as such are made part of the original RFP documents. Failure of
any respondent to receive any such addendum or interpretation shall not relieve such Respondent
from its terms and requirements. Addendums are available online at www.oublicDurchase.com No
verbal explanations or interpretations will be binding. In order to have a request for interpretation
considered, submit the request in writing. The request must be received by the City of Schertz
Purchasing and Asset Management Department no later than 1:00 P.M., March 13, 2014. The City
does not assume responsibility for the receipt of any addendum sent to respondents.
XIII. REQUEST FOR PROPOSALS PREPARATION COSTS
Issuance of this RFP does not commit the City of Schertz, in any way, to pay any costs incurred in the
preparation and submission of an RFP. All costs related to the preparation and submission of this
RFP shall be borne by the respondent.
XIV. EQUAL EMPLOYMENT OPPORTUNITY
Respondent agrees that it will not discriminate in hiring, promotion, treatment, or other terms and
conditions of employment based on race, sex, national origin, age, disability, or in any way violate
Title VII of 1964 Civil Rights Act and amendments, except as permitted by said laws.
XV. ANTI- LOBBYING PROVISION
During the period between RFP submission date and the contract award, respondents, including their
agents and representatives, shall not directly discuss or promote their RFP with any member of the
Schertz Council or City staff except in the course of City- sponsored inquiries, briefings, interviews, or
presentations. Violation of this provision shall result in the rejection of the respondent's RFP and
disqualification from future consideration of similar RFP's.
THE CITY OF SCHERTZ RESERVES THE RIGHT TO REFUSE AND REJECT ANY OR ALL
RFP'S, AND TO WAIVE ANY OR ALL FORMALITIES OR TECHNICALITIES, AND TO MAKE
SUCH AWARDS OF CONTRACT AS MAY BE DEEMED TO BE THE BEST AND MOST
ADVANTAGEOUS TO THE CITY OF SCHERTZ.
XVI INDEMNIFICATION CLAUSE
THE RESPONDENT HEREBY AGREES TO PROTECT, DEFEND, INDEMNIFY AND HOLD THE
CITY AND ITS EMPLOYEES, AGENTS, OFFICERS AND SERVANTS FREE AND HARMLESS
FROM ALL LOSSES, CLAIMS, LIENS, DEMANDS AND CAUSES OF ACTION OF EVERY KIND
AND CHARACTER INCLUDING, BUT NOT LIMITED TO, THE AMOUNTS OF JUDGMENTS,
PENALTIES, INTERESTS, COURT COSTS, LEGAL FEES, AND ALL OTHER EXPENSES
INCURRED BY THE CITY ARISING IN FAVOR OF ANY PARTY, INCLUDING CLAIMS, LIENS,
DEBTS, PERSONAL INJURIES, INCLUDING EMPLOYEES OF THE CITY, DEATH OR DAMAGES
TO PROPERTY (INCLUDING PROPERTY OF THE CITY) AND WITHOUT LIMITATION BY
ENUMERATION, ALL OTHER CLAIMS OR DEMANDS OF EVERY CHARACTER OCCURRING
OR IN ANY WAYS INCIDENT TO, IN CONNECTION WITH OR ARISING DIRECTLY OR
INDIRECTLY OUT OF THIS CONTRACT. BIDDER AGREES TO INVESTIGATE, HANDLE,
RESPOND TO, PROVIDE DEFENSE FOR AND DEFEND ANY SUCH CLAIMS, DEMAND, OR
SUIT AT THE SOLE EXPENSE OF THE RESPONDENT. IN ADDITION, THE RESPONDENT
PROTECT, DEFEND, INDEMNIFY AND HOLD THE CITY AND ITS EMPLOYEES, AGENTS,
OFFICERS AND SERVANTS FREE AND HARMLESS FROM ALL LOSSES, CLAIMS, LIENS,
DEMANDS AND CAUSES OF ACTION RELATING TO, FOR, OR ON ACCOUNT OF THE USE OF
PATENTED APPLIANCES, PRODUCTS OR PROCESSES, AND HE SHALL PAY ALL
ROYALTIES AND CHARGES WHICH ARE LEGAL AND EQUITABLE. EVIDENCE OF SUCH
PAYMENT OR SATISFACTION SHALL BE SUBMITTED UPON REQUEST OF THE DIRECTOR
OF PURCHASING AND ASSET MANAGEMENT AS A NECESSARY REQUIREMENT IN
CONNECTION WITH THE FINAL ESTIMATE FOR PAYMENT IN WHICH SUCH PATENTED
APPLIANCE, PRODUCTS OR PROCESSES ARE USED. RESPONDENT ALSO AGREES TO
BEAR ALL OTHER COSTS AND EXPENSES RELATED THERETO, EVEN IF THE CLAIM OR
CLAIMS ALLEGED ARE GROUNDLESS, FALSE OR FRAUDULENT. THIS PROVISION IS NOT
INTENDED TO CREATE ANY CAUSE OF ACTION IN FAVOR OF ANY THIRD PARTY AGAINST
RESPONDENT OR THE CITY OR TO ENLARGE IN ANY WAY THE RESPONDENT'S LIABILITY
BUT IS INTENDED SOLELY TO PROVIDE FOR INDEMNIFICATION OF THE CITY FROM
LIABILITY FROM DAMAGES OR INJURIES TO THIRD PERSONS OR PROPERTY ARISING
FROM RESPONDENT'S PERFORMANCE HEREUNDER.
XVII RESPONDENT'S EMPLOYEES
Neither the Respondent nor his /her employees engaged in fulfilling the terms and conditions of any
awarded Service Contract shall be employees of the City. The method and manner of performance of
such undertakings shall be under the exclusive control of the vendor on contract. The City shall have
the right of inspection of said undertakings at any time.
XVIII HUB CERTIFICATION
State Certified "HUB Vendor(s)" are required to provide a copy of their certification, if they have not
previously done so. Fax information to the Purchasing & Asset Management Department at 210 -619-
1169.
XIX VERBAL THREATS
Any threats made to any employee of the City, be it verbal or written, to discontinue the providing of
item /material /services for whatever reason and /or reasons shall be considered a breach of contract
and the City will immediately sever the contract with the vendor.
XX CONFIDENTIAL INFORMATION
Any information deemed to be confidential by the respondent should be clearly annotated on the
pages where confidential information is contained. The City cannot guarantee that it will not be
required to disclose all or part of any public record under Texas Public Information Act, since
information deemed to be confidential by the bidder may not be confidential under Texas Law, or
pursuant to a Court order.
XXI RIGHT TO AUDIT
The City of Schertz reserves the right to audit the vendor's books and records relating to the
performance of this contract. The City of Schertz, at its own expense, shall have the right at all
reasonable times during normal business hours and upon at least twenty -four (24) hours' advance
notice, to audit, to examine, and to make copies of or extracts from the books of account and records
maintained by the vendor(s) with respect to the Service Contract. If such audit shall disclose
overpayment by City to vendor, written notice of such overpayment shall be provided to the vendor
and the amount of the overpayment shall be promptly reimbursed to the City. In the event any such
overpayment is not paid within ten (10) business days after receipt of such notice, the unpaid amount
of such overpayment shall bear interest at the rate of one percent (1 %) per month from the date of
such notice until paid.
XXII PAST PERFORMANCE
Respondent's past performance will be taken into consideration in the evaluation of Request for
Proposal submittal.
XXIII JURISDICTION
Contract(s) executed as part of this solicitation shall be subject to and governed under the laws of the
State of Texas. Any and all obligations and payments are due and performable and payable in
Guadalupe County, Texas.
XXIV VENUE
The parties agree that venue for purposes of any and all lawsuits, cause of action, arbitration, and /or
any other dispute(s) shall be in Guadalupe County, Texas.
XXV CONFLICT OF INTEREST
Effective January 1, 2006, Chapter 176 of the Texas Local Government Code requires that any
vendor or person considering doing business with a local government entity must disclose in the
Questionnaire Form CIQ, the vendor or person's affiliation or business relationship that might cause a
conflict of interest with a local government entity. This questionnaire must be filed, by law, with the
City Secretary of the City of Schertz not later than the 7th business day after the date the person
becomes aware of facts that require the statement be filed. See Section 176.006, Local Government
Code. A person commits an offense if the person violates Section 176.006, Local Government Code.
An offense under this section is a Class C misdemeanor. For more information or to obtain the
Questionnaire CIQ go to the Texas Ethics Commission web page at www. ethics .state.tx.us /forms[CIQ.pdf.
IF YOU HAVE ANY QUESTIONS ABOUT COMPLIANCE, PLEASE CONSULT YOUR OWN
LEGAL COUNSEL. COMPLIANCE IS THE INDIVIDUAL RESPONSIBILITY OF EACH PERSON
OR AGENT OF A PERSON WHO IS SUBJECT TO THE FILING REQUIREMENT. AN OFFENSE
UNDER CHAPTER 176 IS A CLASS "C" MISDEMEANOR.
XXVI CONFIDENTIALITY OF INFORMATION AND SECURITY
Should the successful respondent be awarded a contract and become the holder of, and have access
to, confidential information, (in the process of fulfilling its responsibilities in connection with the
contract), the successful respondent agrees that it shall keep such information confidential and will
comply fully with the laws and regulations of the State of Texas, ordinances and regulations of the
City, and any applicable federal laws and regulations relating to confidentiality.
XXVII SUBSTITUTIONS /CANCELLATIONS OF PROPOSAL
No substitutions or cancellations are permitted without written approval of City of Schertz.
XXVIII TIME ALLOWED FOR EXECUTION OF CONTRACT
Number of days required for the successful respondent to execute a contract for "HEALTH
INSURANCE BROKER SERVICES" after receiving notification of award of contract shall be thirty
(30) days.
XXIX MATHEMATICAL ERRORS
In the event that mathematical errors exist in any proposal unit prices shall govern.
XXX PERSONNEL
The successful respondent shall ensure that the work being performed in response to an executed
agreement shall be performed by competent and qualified personnel. Such personnel must be
licensed or certified within the State of Texas.
XXXI CONTRACT
Successful Bidder shall be required to execute the Professional Services Agreement with the City
attached hereto as Exhibit "A ". .