Employee Benefits Consulting and Insurance Brokerage Serviecs RFP

Logan City School District ("District" or "LCSD") invites qualified employee benefits brokers and consultants ("Proposer") to submit proposals to provide comprehensive employee benefits brokerage, consulting, strategic advisory, and related services to the District.

The District seeks to establish a relationship with a highly qualified, experienced, and independent benefits consultant that will serve as a strategic partner to the District in the management and continued development of its employee benefits program.

The selected Broker/Consultant will be expected to provide proactive, objective, and data-informed guidance; assist the District in effectively managing benefit costs; support competitive procurement and negotiation with insurance carriers and benefit vendors; provide regulatory and compliance support; and help the District deliver a high-quality benefits program to its employees and their families.

The selected consultant/broker will serve as a strategic advisor and primary benefits consultant to Logan City School District. The firm will be expected to provide proactive, timely, and objective guidance designed to support the District's benefits strategy, control costs, maintain competitive benefit offerings, and provide high-quality service to District employees and administration.

At a minimum, the selected consultant/broker will be expected to:

• Serve as the District's primary strategic advisor regarding employee benefits and insurance matters.
• Provide proactive recommendations throughout the year rather than limiting consultation to the annual renewal process.
• Provide objective analysis and recommendations regarding plan design, funding strategies, carriers, vendors, benefit offerings, and emerging market opportunities.
• Monitor benefit program performance and identify trends, concerns, and opportunities requiring District attention.
• Coordinate effectively with insurance carriers, benefit vendors, third-party administrators, and other service providers on behalf of the District.
• Advocate for the District and its employees in resolving carrier, vendor, administrative, and service issues.

Strategic consulting services shall include, at a minimum:

• Conduct an initial comprehensive review of the District's existing benefits program and identify strengths, potential concerns, opportunities for improvement, and recommended priorities.
• Model the financial and employee impact of proposed benefit changes before implementation.
• Develop and maintain an annual benefits strategy and planning calendar identifying key decisions, renewal activities, compliance requirements, employee communications, and other significant milestones.
• At least annually, conduct a comprehensive strategic benefits review with the District administration.

The District anticipates entering into an agreement with the successful Proposer for an initial term of two (2) years, with the option for the District to renew the agreement for up to three (3) additional one-year periods, subject to satisfactory performance, continued need, available funding, and mutual agreement as applicable.

The issuance of this RFP does not obligate the District to award a contract.

The District does not necessarily prohibit commission-based compensation. However, all compensation associated with the District's account must be fully disclosed and transparent and will be considered as part of the total cost of brokerage and consulting services.