Canyon School District Ionwave #27-00074MM-P5 Addendum 1

Canyons School District Solicits Insurance Brokerage and Benefits Consulting Services

Canyons School District (CSD) is seeking an independent insurance brokerage firm to provide comprehensive benefits consulting and brokerage services for its employee benefit programs. - Government Buyer: - Canyons School District (CSD), Procurement Office - Scope of Services: - Comprehensive consulting and brokerage for employee benefits - Auditing benefit plans for compliance and effectiveness - Ongoing data analysis and claims review - Annual benefits renewals and contract negotiations - Plan design and development for self-funded plans - Marketing insurance packages and reviewing benefit options - Monitoring contracts and ensuring legal/IRS compliance - Providing feedback on benefit trends and legislation - Supporting employee communications, benefit fairs, and wellness initiatives - Administration of flexible spending and health savings accounts - Assisting with insurance bids (health, pharmacy, vision, dental, life) - Obtaining reinsurance and providing actuarial services - Provision of a benefits management system - Notable Requirements: - Broker must be licensed in Utah - Must be independent (not affiliated with insurance companies or TPAs) - Minimum five years of experience serving public sector employers with at least 2,000 employees - No specific OEMs, products, or part numbers are named in the solicitation - Proposals will be evaluated on responsiveness, qualifications, cost, and other criteria

Description

This Request for Proposal (RFP) issued by Canyons School District seeks competitive proposals from qualified brokers to assist with planning, developing design, consulting, negotiating, and monitoring benefit programs. The scope includes auditing benefit plans, data analysis, assisting with renewals, marketing insurance packages, compliance monitoring, claims analysis, employee communications, and providing actuarial services among others. The contract is expected to commence upon award and last for one year with options to extend up to four additional years. Proposals must be submitted electronically and will be evaluated based on responsiveness, qualifications, cost, and other criteria.

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