Project Information

Bid Title

Insurance Broker

Issuing Agency

State Government of North Carolina

Location

North Carolina

Published Date

Jun 2, 2026

Closing Date

Jun 30, 2026

Government Level

State & Local

Status

Closed

Ref. #

320-320-050526FD

Original Source

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Project Description

Solicitation Number:	320-320-050526FD
Project Title:	Insurance Broker
Description:	The purpose of this Request for Proposals (RFP) is to solicit offers from qualified insurance professionals to provide consulting services to the City of Rocky Mount in support of the City of Rocky Mount health benefits programs. Such services will include, but not be limited to: (1) reviewing and advising on appropriate insurance coverage; (2) marketing and placement of insurance, including issuance of requests for proposals, as required; (3) reviewing vendor contracts and evidence of coverage; (4) coordinating with other City of Rocky Mount benefits service providers; (5) participating in management benefits committee meetings; (6) acting as a liaison and an advocate for the City of Rocky Mount with insurance companies (7) developing and producing communication materials including annual online and manual enrollments, (8) Performing actuarial services, to include but not limited to, annual cost projections, cost projections for plan modifications, determination of budget requirements. The benefit programs currently include group medical, dental, vision, life insurance (including basic and voluntary coverage), defined benefit retirement plan (NCLGERS), and other optional benefits with no employer contributions. Currently, the medical insurance is administered by Aetna Inc., and it is a self-insured POS plan, the other insurances are placed by a third-party consultant to the City of Rocky Mount.
Opening Date:	6/30/2026 2:00 PM
Posted Date:	6/3/2026
Status:	Open
Department:	CITY OF ROCKY MOUNT

Solicitation Number * 320-320-050526FD	Department CITY OF ROCKY MOUNT	Status Reason Open
Opening Date 2026-06-30T14:00:00.0000000	Posted Date * 2026-06-02T16:22:45.0000000Z	Primary Commodity Code Life and health and accident insurance
Mandatory Conference/Site Visit — —	Special Instructions —	Solicitation Type * Select RFP IFB RFI
Owner Tracy Winfield
Description The purpose of this Request for Proposals (RFP) is to solicit offers from qualified insurance professionals to provide consulting services to the City of Rocky Mount in support of the City of Rocky Mount health benefits programs. Such services will include, but not be limited to: (1) reviewing and advising on appropriate insurance coverage; (2) marketing and placement of insurance, including issuance of requests for proposals, as required; (3) reviewing vendor contracts and evidence of coverage; (4) coordinating with other City of Rocky Mount benefits service providers; (5) participating in management benefits committee meetings; (6) acting as a liaison and an advocate for the City of Rocky Mount with insurance companies (7) developing and producing communication materials including annual online and manual enrollments, (8) Performing actuarial services, to include but not limited to, annual cost projections, cost projections for plan modifications, determination of budget requirements. The benefit programs currently include group medical, dental, vision, life insurance (including basic and voluntary coverage), defined benefit retirement plan (NCLGERS), and other optional benefits with no employer contributions. Currently, the medical insurance is administered by Aetna Inc., and it is a self-insured POS plan, the other insurances are placed by a third-party consultant to the City of Rocky Mount.

Attachment Preview

Human Resource Department

Request for Proposal: 320-050526FD

Employee Benefits Consulting Services

Date of Issue: 06/02/2026

Proposal Due Date: 06/30/2026

at 02:00 P.M. ET

Direct all inquiries concerning this RFP to:

Fantashia Dickens, Purchasing Associate III

Email: Fantashia.Dickens@rockymountnc.gov

Phone: 252-972-1352

Request for Proposal # 320-050526FD

______________________________________________________

For purchasing division processing, please provide your company’s Federal Employer Identification Number

or alternate identification number (e.g. Social Security Number). Pursuant to North Carolina General Statute

132-1.10(b) this identification number shall not be released to the public. This page will be removed and

shredded, or otherwise kept confidential, before the procurement file is made available for public

inspection.

This page is to be filled out and returned with your Proposal.

Failure to do so may subject your Proposal to rejection.

ID Number:

______________________________________________________

Federal ID Number or Social Security Number

______________________________________________________

Vendor Name

“All Proposals are hereby notified that they must have the

proper license as required under the North Carolina laws. All

prospective contractors shall be responsible for complying with

state law and local ordinances.”

City of Rocky Mount

Human Resources Department

Refer ALL Inquiries regarding this RFP to:

Fantashia Dickens

Purchasing Associate III

Request for Proposal # 320-050526FD

Proposals will be publicly opened: 06/30/2026

Contract Type: Service

EXECUTION

In compliance with this Request for Quote, and subject to all the conditions herein, the undersigned Vendor offers and agrees to

furnish and deliver any or all items upon which prices are quoted, at the prices set opposite each item within the time specified

herein. By executing this quote, the undersigned Vendor certifies that this quote is submitted competitively and without collusion

(G.S. 143-54), that none of its officers, directors, or owners of an unincorporated business entity has been convicted of any

violations of Chapter 78A of the General Statutes, the Securities Act of 1933, or the Securities Exchange Act of 1934 (G.S. 143-

59.2), and that it is not an ineligible Vendor as set forth in G.S. 143-59.1. False certification is a Class I felony. Furthermore, by

executing this quote, the undersigned certifies to the best of Vendor’s knowledge and belief, that it and its principals are not

presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from covered transactions by

any Federal or State department or City department. As required by G.S. 143-48.5, the undersigned Vendor certifies that it, and

each of its sub-contractors for any Contract awarded as a result of this RFQ, complies with the requirements of Article 2 of Chapter

64 of the NC General Statutes, including the requirement for each employer with more than 25 employees in North Carolina to

verify the work authorization of its employees through the federal E-Verify system. G.S. 133-32 and Executive Order 24 (2009)

prohibit the offer to, or acceptance by, any City Employee associated with the preparing plans, specifications, estimates for public

Contract; or awarding or administering public Contracts; or inspecting or supervising delivery of the public Contract of any gift from

anyone with a Contract with the City , or from any person seeking to do business with the City . By execution of any response in

this quote, you attest, for your entire organization and its employees or agents, that you are not aware that any such gift has been

offered, accepted, or promised by any employees of your organization. Do you have a financial interest or tangible personal

benefit with a city of Rocky Mount employee, officer, or agent? ____ Yes ____ No If yes note the employee, officer, or

agent;

department;

and

the

perceived

or

actual

conflict

of

interest.

_______________________________________________________________

Failure to execute/sign quote prior to submittal shall render quote invalid and it WILL BE REJECTED. Late

quotes cannot be accepted.

VENDOR:

STREET ADDRESS:

P.O. BOX:

ZIP:

CITY & STATE & ZIP:

TELEPHONE NUMBER: TOLL FREE TEL. NO:

PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE (SEE INSTRUCTIONS TO VENDORS ITEM #11):

PRINT NAME & TITLE OF PERSON SIGNING ON BEHALF OF VENDOR:

FAX NUMBER:

VENDOR’S AUTHORIZED SIGNATURE:

DATE:

EMAIL:

Offer valid for at least 60 days from date of quote opening, unless otherwise stated here: ______ days.

ACCEPTANCE OF PROPOSAL

If any or all parts of this quote are accepted by the City of Rocky Mount, an authorized representative of the City of Rocky Mount

shall affix his/her signature hereto and this document and all provisions of this Request for Quote along with the Vendor

response and the written results of any negotiations shall then constitute the written agreement between the parties. A copy of

this acceptance will be forwarded to the successful Vendor(s).

Proposal Number: 320-050526FD

Vendor: __________________________________________

Contents

1.0 PURPOSE AND BACKGROUND .............................................................................................6

2.0 GENERAL INFORMATION.......................................................................................................6

2.1 BACKGROUND.......................................................................................................................6

2.2 NOTICE TO VENDORS REGARDING RFP TERMS AND CONDITIONS ...............................7

2.3 RFP SCHEDULE .....................................................................................................................7

2.4 PROPOSAL QUESTIONS .......................................................................................................8

2.5 PROPOSAL SUBMITTAL .......................................................................................................8

2.6 AUTHORIZED SIGNATURE REQUIREMENT.........................................................................9

2.7 PROPOSAL CONTENTS ........................................................................................................9

2.8 DEFINITIONS, ACRONYMS, AND ABBREVIATIONS..........................................................11

3.0 METHOD OF AWARD AND PROPOSAL EVALUATION PROCESS.....................................11

3.1 METHOD OF AWARD...........................................................................................................11

3.2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING EVALUATION.......13

3.3 INTERPRETATION OF TERMS AND PHRASES..................................................................13

4.0 REQUIREMENTS ...................................................................................................................14

4.1 CONTRACT TERM................................................................................................................14

4.2 PRICING................................................................................................................................14

4.3 INVOICES..............................................................................................................................14

4.4 MINORITY BUSINESS PARTICIPATION..............................................................................15

4.5 VENDOR EXPERIENCE........................................................................................................15

4.6 REFERENCES ......................................................................................................................15

4.7 BACKGROUND CHECK .......................................................................................................16

4.8 PERSONNEL.........................................................................................................................16

4.9 VENDOR’S REPRESENTATIONS ........................................................................................16

5.0 SCOPE OF WORK .................................................................................................................16

5.1 GENERAL SPECIFICATIONS...............................................................................................16

5.2 PROJECT ORGANIZATION..................................................................................................18

5.3 ACCEPTANCE OF WORK ....................................................................................................18

5.4 TRANSITION ASSISTANCE .................................................................................................18

6.0 CONTRACT ADMINISTRATION.............................................................................................19

6.1 STANDARD AGREEMENT ...................................................................................................19

Page 4 of 22

Proposal Number: 320-050526FD

Vendor: __________________________________________

6.2 DISPUTE RESOLUTION .......................................................................................................19

6.3 CONTRACT CHANGES ........................................................................................................19

6.4 CITY’S RIGHTS AND OPTIONS ...........................................................................................19

ATTACHMENT A: PRICING.............................................................................................................20

ATTACHMENT B: ACCEPTANCE OF GENERAL TERMS & CONDITIONS.....................................21

ATTACHMENT C: SUPPLEMENTAL VENDOR INFORMATION ......................................................21

MINIMUM INSURANCE REQUIREMENTS ........................................................................................22

Page 5 of 22

Commodity Codes

• NAICS 524210Insurance Agencies and Brokerages

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