Project Information

Bid Title

RFP 06092026LB MSCS Voluntary Worksite Benefits

Issuing Agency

Memphis City Schools

Location

Tennessee

Published Date

Jun 4, 2026

Closing Date

Jun 9, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

RFP RFP 06092026LB RFP 06092026LB MSCS Voluntary Worksite Benefits

Deadline Date/Time: June 09, 2026 @ 1:00 PM

• Question and Answers MSCS Voluntary Worksite Benefits
• Addendum I - RFP 06092026LB MSCS Voluntary Worksite Benefits
• Addendum II - RFP 060926LB MSCS Voluntary Worksite Benefits

Attachment Preview

SHELBY COUNTY BOARD OF EDUCATION

May 18, 2026

PROCUREMENT SERVICES

160 South Hollywood Street, Room 126 | Memphis, Tennessee 38112-4892 |Phone (901) 416-5376

(All proposals must be mailed or delivered to the above address AND uploaded to:

https://ivyengage.couchdrop.io/inbox/4343b868-3987-4a06-abe7-26aab42ba8a2.

Please see page 7 for complete submission details.

REQUEST FOR PROPOSAL

(NOT AN ORDER)

Please submit proposals on the item(s) listed below. The right is reserved to reject any or all Proposals. If substitutions are offered, give full

particulars. The Proposal must be submitted no later than June 9, 2026 @ 1:00 PM, CST.

The Shelby County Board of Education reserves the right to accept or reject any or all Proposals, or any part thereof, and to waive any minor

informalities and/or technicalities that are deemed to be in the best interest of the Shelby County Board of Education.

REQUEST FOR PROPOSAL

MSCS Voluntary Worksite Benefits

For the purposes of this document, SCBE shall mean The Shelby County Board of Education and MSCS shall mean

Memphis -Shelby County Schools. The term District shall mean the Memphis Shelby County School District.

Proposals MUST be received by Memphis-Shelby County Schools (“MSCS” or “District”) by the due date and time set

forth above.

During the solicitation process Vendors are not permitted to contact individual members of the Board of SCBE or the

project owner(s) regarding the posted solicitation. Failure to adhere to this requirement shall subject the respondent to

immediate disqualification.

Questions or requests for clarification of technical issues and terms pertaining to this RFP must be submitted in writing

via email to BRAXTONL@SCSK12.ORG and received no later than May 25, 2026 by 10:00 AM/CST.

ISSUED BY: LaQueeya Braxton, Director

RFP #060926LB

Proposals are submitted with a declaration that no Shelby County Board of Education Member or employee has a financial or beneficial interest in this transaction.

_______________________________________________________________________________________________________________________________________

NAME OF FIRM

PHONE

FAX#

__________________________________________________

ADDRESS

__________________________________________________________

CITY

STATE

ZIP CODE

___________________________________________________

E-MAIL ADDRESS

_________________________________________________________

AUTHORIZED REPRESENTATIVE NAME

_______ CHECK HERE IF YOUR COMPANY QUALIFIES AS A SMALL BUSINESS ENTERPRISE

___ CHECK HERE IF YOUR COMPANY QUALIFIES AS A LOCAL VENDOR

PLEASE NOTE: Per the Memphis-Shelby County Schools Local Preference Purchasing Board Policy 2011, local preference purchasing means giving preference to

businesses located within Shelby County, Tennessee where local vendors must have a physical address located within the limits of Shelby County for at least

six (6) months prior to the bid or proposal opening date. A Post Office Box is not acceptable.

ATTACHED A COPY OF A VALID SHELBY COUNTY BUSINESS LICENSE

“Shelby County Board of Education does not discriminate in its Programs or employment on the basis of race, color, religion, national origin, handicap/disability, sex or age.”

1

TABLE OF CONTENTS

PART I: SCOPE OF WORK………………………………………...………………………………………………...3

1.0 BACKGROUND ............................................................................................................................................ 3

2.0 SCOPE OF SERVICES .................................................................................................................................. 3

3.0 NON-EXCLUSIVE ........................................................................................................................................ 3

4.0 NOTICE OF INTENT TO AWARD……………………………………………………….…………..…….3

PART II: GENERAL TERMS AND CONDITION…………………………………………………….…..…………4

1.0 STATEMENT OF CONFIDENTIALITY...................................................................................................... 4

2.0 TERMS OF AGREEMENT ........................................................................................................................... 4

3.0 PRE-PROPOSAL MEETING ........................................................................................................................ 4

4.0 QUESTIONS AND INQUIRIES ................................................................................................................... 4

5.0 POINT OF CONTACT TECHNICAL CONTACT .................................................................................... 4

6.0 CONTRACT TYPE........................................................................................................................................ 5

7.0 PAYMENT TERMS....................................................................................................................................... 5

8.0 RFP REVISIONS ........................................................................................................................................... 5

9.0 SUBMISSION DEADLINE ........................................................................................................................... 5

10.0 DURATION OF OFFER ................................................................................................................................ 5

11.0 INSURANCE ................................................................................................................................................. 5

12.0 LIQUIDATED DAMAGES ........................................................................................................................... 6

13.0 COMPLIANCE WITH LAWS………………………………………………………………………………6

14.0 LEGAL COMPLIANCE……………………………………………………………………….…………….6

PART III: PROPOSAL FORMAT ………………………………………………………….………………………...7

1.0 GENERAL FORMAT .................................................................................................................................... 7

2.0 PROPOSAL FORMAT .................................................................................................................................. 7

PART IV: EVALUATION AND SELECTION PROCEDURE………………………………………..…………… 11

1.0 EVALUATION COMMITTEE.................................................................................................................... 11

2.0 EVALUATION PROCESS .......................................................................................................................... 11

3.0 EVALUATION CRITERIA ......................................................................................................................... 11

PART V: SCOPE OF SERVICES (DETAILS)…………………………………………………...…….……………13

PART VI: APPENDICES

1.

Special Terms & Conditions for RFP (Appendix A)

2.

Addenda Acknowledgement Form (Appendix B)

3.

References (Appendix C)

4.

Non-Collusion Certificate (Notarized) (Appendix D)

5.

Debarment Affidavit (Notarized) (Appendix E)

6.

Anti-Bribery Affidavit (Notarized) (Appendix F)

7.

Certificate of Insurance Coverage (Appendix G)

8.

MSCS Policy 2011 Local Preference Purchasing (Appendix H)

9.

Non-Boycott of Israel Certification (Appendix I)

10.

Iran Divestment Act Certification (Appendix J)

11.

Certificate Regarding Lobbying (Appendix K)

12.

Conflict of Interest Disclosure Form (Appendix L)

13.

E-Verify Compliance Certification (Appendix M)

14.

Exceptions & Deviations Form (Appendix N)

15.

Data Security & HIPPA Compliance Attestation (Appendix O)

16.

Subcontractor Disclosure Form (Appendix P)

2

PART I: SCOPE OF WORK

1.0 BACKGROUND

Shelby County Board of Education (SCBE) is the legal name of the Memphis-Shelby County Schools

(MSCS) district. MSCS is Tennessee’s largest public school district and is among the 25 largest public-

school districts in the United States. MSCS serves more than 106,000 students in more than 200 schools. We

employ more than 6,200 teachers and 6,000 support personnel to serve our unique student population

while offering programming and services to meet the needs of all our students.

Memphis-Shelby County Schools has created a data-driven culture that serves as the backdrop for strategic

decision-making and informed solution-based decisions. The information gleaned from data, research-based

strategies, and performance outcomes provides our district with amazing opportunities to offer high-quality

educational options to every student.

The MSCS mission is to prepare all students for success in learning, leadership, and life through three strategic

initiatives. The initiatives are:

1. Strengthen Early Literacy (K-2) and Continuing Literacy (3-12)

2. Recruit, Retain, Immerse, and Entrench

3. Relevant, Rigorous, and Equitable Academics

2.0 SCOPE OF SERVICES

SCBE requests proposals for: MSCS Voluntary Benefit products. This solicitation is directed exclusively to

licensed insurance carriers. MSCS is open to receiving proposals on a bundled basis (all products from one

carrier) or an unbundled basis (individual products from carriers with specialized product lines). Carriers

should clearly indication in their transmittal letter whether they are proposing on a bundled or unbundled

basis and which specific product lines are included in their proposal. All proposed products must be

underwritten and issued directly by the responding carrier – proposals featuring products underwritten by a

third-party carrier will not be accepted. Proposals that do not meet or exceed all requirements will be

considered non-responsive.

3.0 NON-EXCLUSIVE

The contract resulting from this RFP and the response provided by the vendor shall be non-exclusive. MSCS

reserves the right to engage multiple vendors for different product lines and to add additional voluntary benefit

programs over the contract term without obligation to existing vendors.

4.0 NOTICE OF INTENT TO AWARD

A Notice of Intent to Award is written notification that a vendor has been selected for a contract award. This

Notice is not a guarantee of award. The governing Board of SCBE reserves the right to reject or accept the

recommendation submitted by MSCS Procurement as a result of this RFP. If the Board accepts and approves the

recommendation, an agreement will be submitted to the successful vendor. While this contract is open for minor

negotiations, the form of said contract will set forth the basic and fundamental terms and conditions that govern.

If the Board rejects the recommendation, MSCS shall rescind the Notice of Intent to Award.

3

PART II: GENERAL TERMS AND CONDITIONS

1.0 STATEMENT OF CONFIDENTIALITY

All MSCS information provided pursuant to this RFP, including but not limited to employee census data, claims

experience, and plan design information, is confidential and proprietary. The selected vendor agrees not to

disclose or knowingly use any such confidential or proprietary information for any purpose other than responding

to or performing under this RFP. All respondents must execute the NDA prior to receiving any MSCS data.

2.0 TERMS OF AGREEMENT

The anticipated term of the contract is for three (3) years, commencing January 1, 2027. Upon satisfactory service

and by mutual agreement, MSCS reserves the right to renew the contract for two (2) additional terms of one (1)

year each, subject to satisfactory carrier performance against the KPIs defined in Part X. Either party may decline

renewal by providing written notice at least ninety (90) days prior to the contract anniversary date.

● Rate increases at renewal must not exceed the caps specified in the carrier's rate guarantee commitment in

their proposal

3.0 PRE-PROPOSAL MEETING

No Pre-Proposal Conference is required for this proposal.

4.0 QUESTIONS AND INQUIRIES

No interpretation of the meaning of the specifications or other documents will be made to any Vendor orally.

Questions must be submitted in writing to the Point of Contact (see Part II, § 5.0). To be given consideration, the

questions must be received NO LATER THAN May 25, 2026 by 10:00 a.m. CST. Questions that are deemed to

be substantive in nature will be responded to in the form of a Questions and Answers and posted on May 29, 2026

by COB on the SCBE website Memphis Shelby County Schools. Please do not submit questions in PDF format.

Questions should be submitted with the subject line: “MSCS VWB RFP – Question”

Submit questions to BRAXTONL@SCSK12.ORG and chad.holsclaw@alliant.com

RFP Schedule

RFP Post

Questions Due

Q&A Post on Website

RFP Due Date/Time

***Vendor Presentations

May 18, 2026

May 25, 2026 by 10:00 AM CST

May 29, 2026 by End of Day

June 9, 2026 by 1:00 PM CST

TBD

5.0 POINT OF CONTACT

LaQueeya Braxton, Director of Procurement

Procurement Office

BRAXTONL@SCSK12.ORG

BROKER OF RECORD POINT OF CONTACT

Chad Holsclaw

Alliant Insurance Services, Inc

chad.holsclaw@alliant.com

4

6.0 CONTRACT TYPE

The contract resulting from this RFP will be a performance-based service contract tied to the scope of services,

rate structure, and KPIs defined herein. Performance against defined metrics will govern renewal eligibility.

7.0 PAYMENT TERMS

Compensation for voluntary benefit carriers will be structured through employee-paid premiums via payroll

deduction, with administrative fees as applicable. Vendors must clearly disclose all fees, commissions, and

compensation arrangements in their pricing submission. MSCS reserves the right to reduce or withhold payment in

the event the vendor does not meet deliverables within the timeframes specified in the contract.

8.0 RFP REVISIONS

Should it become necessary to revise any part of this RFP, addenda will be posted on SCBE’s Procurement Office

website @ https://www.scsk12.org/procurement25/?PN=886. All addenda, amendments or changes issued shall be

deemed received by vendor. Failure of any vendor to acknowledge receipt of such addenda may result in the

proposal being deemed non-responsive

9.0 SUBMISSION DEADLINE

To be eligible for consideration, proposals must be submitted no later than June 9, 2026 @ 1:00 p.m. CST.

See page 7 for submission details.

10.0 DURATION OF OFFER

All proposals submitted in response to this RFP are irrevocable for a minimum of one hundred twenty (120) days

following the proposal due date. Vendors may not withdraw or modify their proposal during this period without

written consent from Alliant Insurance Services, Inc..

11.0 INSURANCE

All vendors must maintain the following minimum insurance coverages throughout the full term of the contract,

including all renewal periods. Certificates of Insurance must be submitted with the proposal and must name Alliant

Insurance Services, Inc. and MSCS as Additional Insureds on the Commercial General Liability policy.

Coverage Type

Commercial General Liability

Professional Liability / E&O

Workers' Compensation

Cyber Liability / Data Breach

Directors & Officers Liability

Crime / Fidelity Bond

Minimum Limit

$2,000,000 per occurrence /

$4,000,000 aggregate

$5,000,000 per occurrence /

$5,000,000 aggregate

Statutory limits per applicable state

law

$5,000,000 per occurrence

$1,000,000 per occurrence

$1,000,000 per occurrence

Additional Notes

MSCS and Alliant named as

Additional Insureds

Must cover voluntary benefits

administration

Required for all vendor employees

Required; covers PHI and PII

exposure

Required for insurance carriers

Required if vendor handles premium

funds

5

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