Group Life, AD&D, Disability, and Voluntary Worksite Insurance Plans

NOTICE IS HEREBY GIVEN that The School Board of Brevard County, Florida, henceforth referred to as the District or School Board is accepting sealed responses for Group Life, AD&D, Disability, and Voluntary Worksite Insurance Plans (26-1136-N-DR).

Project Overview

The purpose of this Invitation to Negotiate is to select a qualified firm(s) to provide group life, accidental death and dismemberment, short and long term disability, and voluntary worksite insurance services for eligible employees. The District seeks a provider(s) that offers high-quality, cost-effective coverage, with the flexibility to negotiate plan design, pricing, and service options that best meet the needs of the District and its employees.

The deadline to submit questions related to this solicitation is 2:00 pm on Monday, June 22, 2026.

Sealed responses for furnishing the above will be accepted up to 2:00 pm on Thursday, July 2, 2026.

NOTE: Respondents are required to submit responses electronically via the OpenGov e-Procurement Platform. Respondents shall not be permitted to hand-deliver, mail, telephone, fax or email offers.

Responses received after the submission deadline and/or transmitted outside of the designated OpenGov e-Procurement Platform shall be rejected.

Project Details

• Reference ID: 26-1136-N-DR
• Department: HR-Employee Benefits & Risk Management/9470
• Department Head: Ryan Dufrain (Assistant Superintendent of Human Resources)

Important Dates

• Questions Due: 2026-06-22T18:00:00.000Z

Meetings & Milestones

Evaluation Criteria

• Required Respondent's Acknowledgement (1 pts) —
  1. Acknowledgment and Forms 
     1. Drug Free Workplace Certification
     2. Instructions For Debarment Certification
     3. Certification Regarding Debarment, Suspension Ineligibility and Voluntary Exclusion – Lower Tier Covered Transactions
     4. Emergency/Storm Related Catastrophe Acknowledgement
     5. Notification Regarding Public Entity Crime and Discriminatory Vendor Lists
     6. Prohibition Against Contracting with Scrutinized Companies
     7. Conflict of Interest
     8. Confidential Materials Acknowledgement
  2. Vendor Application
  3. W-9 Form
• Respondent Qualifications, Experience & References (10 pts) —
  1. Financial stability and ratings (Minimum of A from A.M. Best).
  2. Experience with other public entities similar in employee size.
  3. Account team qualifications, including but not limited to relevant credentials, tenure, and public-section account experience on the assigned team.
  4. Data security, compliance, and audits.
  5. Provide a minimum of three (3) reference letters from owner representatives for projects that your Firm has provided or is providing services which are similar in scope to this ITN. Reference letters shall be current, dated within three (3) years of this solicitation. The reference from the owner representative must  be provided on their letterhead, and include details regarding your Firm’s role, level of service provided, etc. Letters from School Board of Brevard County staff shall not be considered.
• Plan Design, Benefits & Value-Added Services (35 pts) —
  1. Strength of the proposed benefits, including benefit amounts, schedules, and provisions
  2. Value-added services and member support
• Account Management, Member Services, Claims & Reporting (25 pts) —
  1. Implementation and transition plan
  2. Account management and staffing
  3. Claims turnaround, accuracy, and appeals
  4. Billing, enrollment, and EOI administration
  5. Member tools, communications, and customer service
  6. Reporting and data transparency
  7. Performance guarantees
• Cost & Overall Financial Value (30 pts) —
  1. Proposed rates relative to the benefit design, by line
  2. Multi-year rate guarantees
  3. Carrier credits and funds for implementation and administration
• Respondent Qualifications, Experience & References (10 pts) —
  1. Financial stability and ratings (Minimum of A from A.M. Best).
  2. Experience with other public entities similar in employee size.
  3. Account team qualifications, including but not limited to relevant credentials, tenure, and public-section account experience on the assigned team.
  4. Data security, compliance, and audits.
  5. Provide a minimum of three (3) reference letters from owner representatives for projects that your Firm has provided or is providing services which are similar in scope to this ITN. Reference letters shall be current, dated within three (3) years of this solicitation. The reference from the owner representative must  be provided on their letterhead, and include details regarding your Firm’s role, level of service provided, etc. Letters from School Board of Brevard County staff shall not be considered.
• Plan Design, Benefits & Value-Added Services (35 pts) —
  1. Strength of the proposed benefits, including benefit amounts, schedules, and provisions
  2. Value-added services and member support
• Account Management, Member Services, Claims & Reporting (25 pts) —
  1. Implementation and transition plan
  2. Account management and staffing
  3. Claims turnaround, accuracy, and appeals
  4. Billing, enrollment, and EOI administration
  5. Member tools, communications, and customer service
  6. Reporting and data transparency
  7. Performance guarantees
• Cost & Overall Financial Value (30 pts) —
  1. Proposed rates relative to the benefit design, by line
  2. Multi-year rate guarantees
  3. Carrier credits and funds for implementation and administration

Submission Requirements

• ITN Acknowledgement (required) —

  Please download the below documents, complete, and upload.

• Vendor Application (required) —

  Please download the below documents, complete, and upload.

• Form W-9 Request for Taxpayer Identification Number and Certification (required) —

  Please download the below documents, complete, and upload.

• Certified Business Program Reciprocity Affidavit (required) —

  Please download the below documents, complete, and upload.

• Specifications and Proposal Sheet (required) —

  Please download Excel file Attachment B from the Draft Agreement and Attachments section of the project portal. Complete fillable sections and upload to this response. Upload must remain in Excel (.xls or .xlsx) format, other formats will not be accepted.

• Proposal Submittal
• Respondent Qualifications, Experience & References (required) —

  Upload documentation which meets the criteria detailed in the Evaluation Phases section.

• Plan Design, Benefits & Value-Added Services (required) —

  Upload documentation which meets the criteria detailed in the Evaluation Phases section.

• Account Management, Member Services, Claims & Reporting (required) —

  Upload documentation which meets the criteria detailed in the Evaluation Phases section.

• Cost & Overall Financial Value (required) —

  Upload documentation which meets the criteria detailed in the Evaluation Phases section.

• Does this involve federal funding? (required)
• Does this involve FDACS funding? (required)
• Does this involve FEMA funding? (required)
• Provide award term (required) —

  Examples:
  an initial three (3) year term with up to one (1) optional two (2) year renewal period.
  an initial three (3) year term with up to two (2) optional one (1) year renewal periods.
  a one time project, successful completion and acceptance by BPS.

• Will you be using the OpenGov electronic pricing table? (required)
• Will you have a pre-proposal meeting? (required)
• Is the pre-proposal meeting mandatory? (required)
• Provide brief description of desired scope of services: (required) —

  Provide a brief description about the objective of this procurement. Use proper grammar and sentence structure before copying and pasting here.

• Insurance —

  Please select the insurance that applies. 

  1. 1. Product Liability and/or Completed Operations Insurance - All contractors whose work for the School Board includes products or services, and the value of these products or services are in excess of $25,000 are required to carry this insurance to the limit listed below. 
     2. Professional Liability Insurance (Errors and Omissions) - All contractors providing professional services such as architects, engineers, attorneys, auditors, accountants, consultants, trainers, etc. are required to have this insurance to the limits listed below.