Question 1

What is "Employee Benefits Consultant/Broker of Record"?

Accepted Answer

### PROCUREMENT OVERVIEW
The City of Redlands is seeking an Employee Benefits Consultant/Broker of Record to provide comprehensive services related to the marketing, evaluation, and management of various employee benefits plans. These include health, dental, vision, life insurance, employee assistance programs, and disability plans. The core objective is to ensure that the City effectively manages its employee benefits offerings, optimizing both cost and service quality.

### ISSUING ORGANIZATION
- **Name**: City of Redlands
- **Location**: 35 Cajon Street, Suite 200, Redlands, California, 92373, USA
- **Primary Contact**: Latasha Hopkins (lhopkins@cityofredlands.org)

### KEY DATES
- **Posted Date**: March 13, 2026
- **Proposal Due Date**: April 20, 2026, at 10:00 PM (PDT)
- **Q&A Deadline**: April 13, 2026, at 4:00 PM (PDT)

### CONTRACT DETAILS
- **Contract Type**: Lump Sum
- **Bid Bond**: 0.00%
- **Payment Bond**: 0.00%
- **Performance Bond**: 0.00%
- **Response Format**: Paper submissions required.

### MANDATORY REQUIREMENTS
Bidders must meet the following criteria to be eligible:
- **Experience**: Minimum of five years in employee benefits consulting or brokerage.
- **Certifications**: Must hold relevant state licenses for insurance brokerage.
- **Geographic Restrictions**: Services must be provided within the City of Redlands.
- **Insurance Requirements**: Proof of liability insurance must be provided.

### TECHNICAL CAPABILITIES
Bidders should demonstrate expertise in:
- Employee benefits consulting, including health, dental, vision, life, and disability insurance.
- Familiarity with compliance regulations affecting employee benefits.
- Proficiency in using benefits administration platforms and tools.

### DELIVERABLES AND PERFORMANCE STANDARDS
Key deliverables include:
- Comprehensive evaluation reports of current employee benefits plans.
- Recommendations for plan improvements and cost-saving measures.
- Regular updates and performance metrics related to employee satisfaction and plan utilization.

### EVALUATION CRITERIA
Proposals will be evaluated based on:
- **Technical Approach**: 40%
- **Past Performance**: 30%
- **Cost**: 30%
The evaluation will prioritize a best-value approach, considering both quality and price.

### PREFERRED QUALIFICATIONS
While not mandatory, the following qualifications will be viewed favorably:
- Advanced certifications in employee benefits (e.g., CEBS, GBA).
- Experience working with municipal or government entities.
- Proven track record of successful employee benefits program management.

This summary encapsulates the essential information for potential bidders to assess their fit for the City of Redlands' request for proposals for Employee Benefits Consultant/Broker of Record services.

Question 2

When is the proposal submission deadline?

Accepted Answer

The proposal submission deadline is April 20, 2026 (17 days left).

Question 3

Where can I submit a proposal or get solicitation documents?

Accepted Answer

You can access the full solicitation documents and submit your proposal at: https://vendors.planetbids.com/portal/24639/bo/bo-detail/139477

Employee Benefits Consultant/Broker of Record

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