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P a g e
Your
business
just got
easier
.
views a successful benefits program as a
partnership
between the District, CBIZ, and the
different vendors with whom we do business.
(5)
The name(s) of the employees, persons or contractor(s) proposed to perform the
services, and describe the qualifications and experience of each.
See pages 24 - 33 of Proposal.
(6)
Description of the manner by which Proposer proposes to be compensated for the
services to be provided, including a listing or schedule of fees, commissions, costs and
expenses, including reimbursable costs and Proposer’s total annual cost for the services
to be provided.
See page 15 of Proposal.
D.
Proposers must provide a description or evidence of their experience and qualifications to
undertake and to provide the services described in this RFP with a particular emphasis upon
experience and services provided to Missouri K-12 school districts.
CBIZ has a unique business model that has helped us assist more than 800 public entities to
prosper in an uncertain economy. No other employee benefit firm has this service model or the
experience in the public sector. Please see specific local public school district client references
on page 23 of Proposal.
E. Proposers must provide evidence or information as to their financial condition and stability.
Access to the CBIZ Annual Report may be found on our website at
www.cbiz.comunder About
Us/Investor Relations/Financial Reports. A hard copy will be provided upon request.
F. Proposers must provide a minimum of five (5) references with names, addresses and phone
numbers, including specifically any governmental entities and school districts for which each
Proposer has provided services.
See page 22 of Proposal.
G. Proposers must state whether they have been involved in any litigation during the last five years,
and if so, describe any such litigation.
From time to time and in the normal course of business, our corporation is involved in claims
that involve issues related to our brokerage and consulting activities. At this time there are no
claims that would negatively impact CBIZ’s or any of its employees’ ability to perform its duties
and obligations under this appointment.