Sandy Ionwave #Sandy RFP - 0203 Addendum 1

Sandy City benefits advisor and employee benefits consulting services

Sandy City Corporation is seeking a benefits advisor for its employee benefit programs serving approximately 550 benefits-eligible employees. - Buyer: Sandy City Corporation, Purchasing Department; the benefits program is administered through Sandy City HR. - Requested service: Comprehensive benefits advice and consulting for medical, dental, vision, life and disability coverage, retirement plans, the onsite health clinic, wellness, retiree medical, and other employee benefits. No products, quantities, or part numbers are specified. - Advisor responsibilities: Assess benefit options, costs, employee preferences, and alignment with City compensation objectives; support employee education and open enrollment; evaluate and negotiate provider proposals and renewals; prepare procurement documents; review rates, utilization, and underwriting; analyze clinic usage and trends; coordinate with employees and providers; and advise on benefits law, regulation, compliance, and market changes, including Affordable Care Act requirements. - Pricing and service approach: The City requires a flat fee for services paid by the City. Commissions are prohibited for non-voluntary products, and the City prefers to avoid commissions for voluntary products. The City favors comprehensive responsibility and a long-term approach rather than services limited to a fixed number of hours. - Current program providers and administrators named in the benefits guide: PEHP, HealthEquity, Ameritas, EyeMed, OneAmerica, MetLife, Blomquist Hale, Utah State Retirement Systems, MissionSquare, and NFP Client Services. These are identified as existing program providers or administrators, not mandatory brands for the advisor procurement. - Notable insurance and liability requirements: Commercial general liability coverage of $1 million per occurrence and $2 million aggregate; professional liability and automobile liability of $1 million each; Utah statutory workers’ compensation and employers’ liability of at least $300,000. The exhibit also requires additional-insured and primary coverage, indemnification, and specified post-completion coverage periods. - Proposal considerations: Evaluation includes cost, services, qualifications, references, onsite-clinic experience, and innovation and cost savings. Proposals should describe relevant platforms and any added fees; proposal materials are subject to the stated page limit, with pricing submitted separately. Required insurance documentation and a signed certification are specified. - Term: One-year initial term with up to four additional one-year renewal options by mutual agreement; not an annual subscription.

Description

Sandy City is requesting proposals from brokers, consultants, or agents to advise the City on employee benefits, including medical, dental, vision, life insurance, retirement plans, its onsite health clinic, wellness, long-term disability, and retiree medical insurance. The scope includes evaluating benefit options and renewals, advising on cost and compliance, assisting with open enrollment and employee communications, negotiating with providers, and acting as a liaison among the City, employees, and insurers. The City has approximately 550 benefit-eligible employees and seeks a flat, fee-for-service proposal; the intended term is one year beginning July 1, 2027, with options for four additional one-year renewals. Proposals are due November 4, 2026, at 11:00 AM MT, and interviews may be conducted.

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