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Advice from Poppi About RFP Piggyback Policies

  

Here’s an example of a member question about developing a piggyback policy for requests for proposal (RFPs) that generated a thoughtful and actionable response from Poppi, our AI collaborator:

I'm exploring the idea of implementing a piggyback policy for RFPs at our pool. Rather than issuing our own requests for proposals for certain services — such as financial or claims auditing, wellness programming, or other commonly sourced offerings — we’d like the option to leverage proposal responses from other pools to identify and engage qualified service providers. What factors should I consider in determining whether a piggyback policy is right for us?

The member followed up with a request for even more practical help:

Could you help me draft a sample piggyback policy and provide a due diligence checklist to ensure we approach this process responsibly and effectively?

Poppi responded with clear guidance, a customizable policy template and a checklist to support sound decision-making.

To learn more about how to engage with Poppi, watch our introduction video or contact us. 

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