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Pre- Finalist Interview Clarifications
NFP Innovest
• Confirm the service team members and provide • Is Fiduciary education included in your proposal?
bios If so please provide additional details
• Confirm the number of meetings per year; would • RE the annual satisfaction will The County be able
NFP agree to quarterly meetings as well as prep to customize the questions and/or the
time required? Please confirm fees to adjust distribution list?
meeting cadence
• Reguard 457 University – will this be provided at • Does your proposal for 4 meetings per year
additional cost? Please outline costs include the prep time as well as debrief after?
• NFP did not provide a service guarantee; will you • Please confirm references as not all were
agree to set aside a portion of your fees as a available upon first attempt
guarantee to service?
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