Project Information

Bid Title

Employee Benefits Insurance Broker/JPA and Consulting Services,

Issuing Agency

Sylvan Union School District

Location

California

Published Date

Feb 25, 2026

Closing Date

Mar 6, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Employee Benefits Insurance Broker/JPA and Consulting Services, RFP 2025-26 #11

RFP Due: 3/6/26 @ 10:00 AM, Questions Due: 3/2/26 @ 9:00 AM

Answers Posted: 3/3/26 @ 9:00 AM

Addendum #1

Wide Area Network (WAN) Services, RFP No. 2025-26-10-SUSD-WAN

RFP Due: 2/25/26 @ 1:00 PM, Questions Due: 2/10/26 @ 3:00 PM

Answers Posted: 2/13/26 @12:00 PM

Addendum #1

Attachment Preview

SYLVAN UNION SCHOOL DISTRICT

REQUEST FOR PROPOSALS:

EMPLOYEE BENEFITS INSURANCE BROKER/JPA AND

CONSULTING SERVICES

RFP NO. 2025-26 #11

Issue Date: February 20, 2026

Due Date: March 6, 2026, 10:00 a.m.

To be considered, proposal hard copies must be received by the due date

and time at the following location:

Sylvan Union School District, 605 Sylvan Avenue, Modesto, CA 95350

Attn: SUSD H&W RFP 2025-26 #11

Proposal responses will be considered valid for a period of 120 calendar days

after the proposal due date.

LEGAL NOTICE

NOTICE TO VENDORS – REQUEST FOR PROPOSALS

Notice is hereby given that the Board of Education of the SYLVAN UNION SCHOOL DISTRICT

(herein after referred to as the “DISTRICT”) of Stanislaus County, California, will receive

proposals for:

EMPLOYEE BENEFITS INSURANCE BROKER/JPA

AND CONSULTING SERVICES

RFP NO. 2025-26 #11

Each proposal is to be in accordance with the format specified by the Business Office, copies

of which may be examined and obtained, by written request, to the District Business Office,

Business Department, 605 Sylvan Ave, Modesto, CA 95350; or may be viewed on the

Purchasing website located at:

https://www.sylvan.k12.ca.us/departments/business/purchasing/bid-information

Each proposal must be filed with the Business Department on or before 10:00 a.m., on the 6th

Day of March, 2026. All proposals shall be submitted and sealed in a package plainly marked

with the appropriate title for such proposal. The Board reserves the right to reject any or all

proposals and to waive informality in any proposals received. No vendor may withdraw his

proposal for a period of one hundred twenty (120) calendar days after the date set for the receipt

of proposals.

Interested vendors who submit proposals may be called to participate in interviews, scheduled

to take place from March 9, 2026 – March 13, 2026 at the District Office, 605 Sylvan Avenue,

Modesto, CA 95350 or in a virtual platform.

Date:

Modesto, California

__________________________

Published: 2/20/26 & 2/27/26

SYLVAN UNION SCHOOL DISTRICT

REQUEST FOR PROPOSALS:

EMPLOYEE BENEFITS INSURANCE BROKER/JPA

AND CONSULTING SERVICES

RFP NO. 2025-26 #11

Table of Contents

I. INTRODUCTION

1

II. BACKGROUND

1

III. DISTRICT CONTACT

2

IV. SOLICITATION FORM

3

V. SOLICITATION KEY DATES AND TIMELINE

4

VI. SCOPE OF WORK

5

VII. BIDDER'S MINIMUM QUALIFICATIONS

8

VIII. INSTRUCTIONS TO BIDDERS

8

IX. EVALUATION AND SELECTION

12

X. INSURANCE REQUIREMENTS

14

XI. PROPOSAL SCORING CRITERIA

16

XII. REVIEW PROCESS

16

XIII. NOTICE TO FIRM(S)

17

XIV. REJECTION OF PROPOSAL(S)

17

XV. COMPLIANCE WITH LAWS

18

XVI. WRITTEN QUESTIONS AND ADDENDA

18

XVII. SUBMISSION

19

XVIII. PROTESTS

20

SUSD H&W RFP 2025-26 #11

I. INTRODUCTION

Sylvan Union School District (herein after referred to as the “DISTRICT”) is soliciting

proposals from qualified providers of insurance service options for group health & welfare

insurance in support of the DISTRICT’s health and welfare benefits program. This

includes group medical (includes prescription coverage), dental, vision, and life. The

DISTRICT is requesting proposals from experienced brokers, consultants, and insurance

pools (i.e. JPA’s). The DISTRICT seeks a provider that is well versed in the benefits

market, experienced in advising comparable school districts and providing cost-effective

and diverse, quality health insurance products to employees and retirees.

Responses should specifically address the scope of work described in Section VI.

This request for proposals (RFP) contains background information on DISTRICT and

specific information that must be included in the proposals submitted. Hard copies of the

proposal must be received no later than 10:00 a.m. on March 6, 2026, to our office

at the following address:

Sylvan USD

605 Sylvan Avenue

Modesto, CA 95350

Attn: SUSD H&W RFP 2025-26 #11

II. BACKGROUND

Sylvan Union School District, hereinafter referred to as (“DISTRICT”) serves

approximately 7,774 students in the communities of Modesto and Riverbank in Stanislaus

County. The District maintains ten (10) TK-5 schools, and three (3) 6-8 middle schools.

DISTRICT has over 1054 employees, located in 15 locations with an annual revenue of

approximately $140 million.

The following information summarizes the current employee benefit plan provisions:

● Health and welfare benefit plans of the District including medical and prescription

drug benefits. Separate three-tiered rate schedules apply to all benefit-eligible

active employees and retirees under the age of 65. Employees and retirees, under

the age of 65, may choose from four Kaiser HMO options (high, medium, low and

high deductible) and four Sutter Health Plus HMO options (high, medium, low and

high deductible). Medicare-eligible spouses may continue coverage beyond their

65th birthday under a Medicare-coordinated HMO option. Dental and vision

coverages are also available to active employees and all retirees. Spousal, dental

and vision benefits, if elected, are self-paid by the retiree.

1

SUSD H&W RFP 2025-26 #11

● Certificated and Certificated Management employees who retire after age 55 with

at least 10 years of service are eligible for a District contribution equal to the retiree-

only premium for the medical HMO of their choice. District contributions continue

until age 65. Cash-in-lieu is also available to early retirees for single, lowest rate

plan at time of retirement.

● Classified, Classified Management and Confidential employees who retire after

age 60 with at least 15 years of service and enrolled in the health benefits program

for the past 5 years are eligible for a District contribution equal to 100% of the

retiree-only premium for the first three years and 50% of the retiree-only premium

for the final two years of benefits.

● Board Members who have served 12 years and whose first term with the District

began prior to January 1, 1995 are entitled to benefits like those provided to

Certificated employees.

DISTRICT complies with the required federal regulations on procurement, as well as

applicable State procurement law and procedures.

Efforts, including affirmative steps prescribed by federal regulation (if applicable), will

be made by DISTRICT to utilize small and minority-owned businesses, women’s business

enterprises and labor surplus area firms when possible. The selected firm may be

required to undertake affirmative steps to utilize such firms in subcontracts if this contract

is federally funded. A firm qualifies as a small business firm if it meets the definition of

“small business” as established by the Small Business Administration (13 CFR 121.201,

Subsector 541612) and Public Contract Code 2000-2002.

As a public contractor, it is DISTRICT’s policy to utilize, whenever possible, small

businesses, disadvantaged small businesses, veteran-owned small businesses, minority-

owned firms, and/or woman-owned businesses. Therefore, firms that meet these criteria

will be given preference, should they meet all other stated criteria in the RFP.

III. DISTRICT CONTACT

All communications, including any requests for clarification, concerning this RFP

should be addressed in writing to the following:

Carol Smith

Business Support Specialist

csmith@sylvan.k12.ca.us

2

Commodity Codes

• NAICS 524210Insurance Agencies and Brokerages
• NAICS 524298All Other Insurance Related Activities
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541612Human Resources Consulting Services

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