ACA COMPLIANCE DISCOVERY DOCUMENT & REQUEST FOR PROPOSAL (RFP) TEMPLATE
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ACA COMPLIANCE DISCOVERY DOCUMENT & REQUEST FOR PROPOSAL (RFP) TEMPLATE
Using the PPACA Discovery Form: Use this form as a tool to “interview” your client. Do not ask them to complete it independently. Your involvement is needed to assist them in understanding some of the terminology and its relevance to PPACA compliance, and also to help you establish and strengthen your relationship with your client as a trusted advisor. Based on the client responses, you may recommend proceeding with a request for proposal toservice providers. In some cases, however, the client’s needs may be so narrowly defined that you can eliminate (or substantially scale back) the RFP process and proceed directly with a dialog with the one or two providers in the market that meet your client needs.
Using the PPACA Request for Proposal Template: This template reflects the need for a full-blown RFP process. The value of using a uniform RFP is to allow you and your client to more easily compare responses from multiple provider respondents. It also insures that all necessary pieces of information are detailed in their response. Depending on your client and their responses to your questions from the PPACA Discovery Form, you may want to remove some portions of the RFP, and/or customize to reflect your client’s specific needs. The more complex your client needs; the more customization is recommended to ensure identification of best-fit providers.
RFP Template Appendices:
Statement of Work (example) – As part of the RFP process, it’s important to have each respondent provide a Statement of Work, which confirms at a high level their understanding and commitment to the contractual terms of the project. Providing a standard format will help ensure receipt of all requested information and provide the ability to easily compare responses.
Requested Documents – A list of documents that may be requested/included with the service provider RFP response.
Gruppo Marcucci (GPM), a division of Gallagher Benefit Services, Inc., provides outsourcing intelligence and associated consulting to stakeholders in the Benefits and HR Technology & Outsourcing industry. Our in-depth understanding of the service provider market and our vast experience sourcing and implementing solutions is key to our clients achieving full operational success.
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Term and Termination
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Effect of Termination. Upon the termination or expiration of these Terms and Conditions for any reason whatsoever:
neither you nor Gruppo Marcucci will be liable each other for damages of any kind solely on account of lawful termination, including, without limitation, incidental or consequential damages, compensation, reimbursement or damages on account of any loss of prospective profits on anticipated sales or on account of expenditures, investments, leases or other commitments relating to the business or goodwill, or for indemnification, even if informed of the possibility of such damages;
you agree to destroy all materials obtained from the Site, and all copies thereof; and
the provisions of the following sections will survive termination: 1 through 7 and 8.c through 9.
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Section Headings. The Section headings in these Terms and Conditions are for reference purposes only and will not affect in any way the meaning or interpretation of these Terms and Conditions.
Compliance with Laws. You agree to comply with all applicable laws, statutes, ordinances, and regulations regarding use of the Site, including, without limitation, those governing country of origin labeling, employment of convict labor, forced labor, indentured labor and/or child labor, working conditions, environmental standards, unfair competition, false advertising, export control and consumer protection.
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Relationship/Authority. Nothing contained in these Terms and Conditions will be deemed to create, or be construed as creating, a joint venture or partnership between the parties. Neither you nor Gruppo Marcucci is, by virtue of these Terms and Conditions or otherwise, authorized as an agent or legal representative of the other. Neither you nor Gruppo Marcucci is granted any right or authority to assume or to create any obligation or responsibility, express or implied, on behalf or in the name of the other, or to bind the other in any manner.
No Third Party Beneficiary. Nothing contained in these Terms and Conditions will be deemed to create, or be construed as creating, any third party beneficiary right, in any manner.
Notices. You consent to receive communications electronically from Gruppo Marcucci, and that all agreements, notices, disclosures and other communications that Gruppo Marcucci may send to you electronically will satisfy any legal requirement that such communications be in writing. Any notice which is required of you under these Terms and Conditions will be given in writing and may be sent by personal delivery or by mail (either United States mail, postage prepaid, or a generally recognized overnight carrier), addressed as follows (subject to the right to designate a different address by notice as set forth herein):
Gruppo Marcucci, LLC
125 S Wacker Drive
Chicago Illinois 60601
Such notices will be deemed given when personally delivered, five (5) days after deposit with the United States mail, postage prepaid, or three (3) days after deposit with a nationally recognized overnight courier.
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No Custom. It is expressly understood and agreed that, there being no expectation of the contrary between the parties, no usage of trade or custom and practice within the industry, and no regular practice or method of dealing between the parties, no such thing will be used to modify, interpret, supplement or alter in any manner the express terms of these Terms and Conditions.
Attorneys’ Fees. If any action is brought to enforce or interpret the provisions of these Terms and Conditions, the prevailing party will be entitled to be reimbursed by the other party for all costs and expenses incurred, including, without limitation, actual attorneys’ fees and costs.