Project Information

Bid Title

Health Insurance Brokerage and Employee Benefits Consulting Services

Issuing Agency

Jacksonville city

Location

Texas

Published Date

Feb 12, 2026

Closing Date

Mar 2, 2026

Government Level

State & Local

Status

Closed

Ref. #

2026-104-01

Original Source

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Bid Documents

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Project Description

Bid Number:	2026-104-01
Bid Title:	Health Insurance Brokerage and Employee Benefits Consulting Services
Category:	Request for Proposal
Status:	Open
Bid Recipient:	City Hall - Justin Cook, Executive Director People and Strategy

Description: Section I – Introduction and RFP Terms and Conditions • The City of Jacksonville, Texas (“City”) is soliciting sealed proposals from qualified, experienced, and properly licensed insurance brokerage firms to provide health insurance brokerage and employee benefits consulting services. • The City seeks a firm that will serve as a trusted advisor, advocate, and strategic partner in the design, procurement, administration, and ongoing management of its employee benefits program. The selected Firm will support the City in controlling costs, managing risk, maintaining regulatory compliance, and providing competitive, sustainable benefits for employees. • The City employs a diverse workforce, including full-time, part-time, public safety, and administrative employees. The selected Firm will work closely with the City’s Executive Director of People and Strategy, Finance Department, Payroll, and other designated stakeholders. • Notice of this RFP was published in the Jacksonville Progressive. The RFP document is available upon request or as otherwise provided by the City. Submittal Requirements Respondents shall submit one (1) hard copy and one (1) digital copy. Responses must be received in a sealed envelope clearly marked on the outside with: • The respondent’s name and address, and • “City of Jacksonville RFP #2026-104-01; Health Insurance Brokerage and Employee Benefits Consulting Services.” Responses will be accepted until 2:00 p.m. on March 2, 2026, and should be delivered to: City of Jacksonville Attn: RFP #2026-104-01; Health Insurance Brokerage and Employee Benefits Consulting Services 315 S. Ragsdale St. Jacksonville, TX 75766 Publication Date/Time: 2/12/2026 10:00 AM Publication Information: http://www.jacksonvilletx.org/Bids.aspx Closing Date/Time: 3/2/2026 2:00 PM Submittal Information: City Hall, 315 S. Ragsdale St., Jacksonville, TX 75766 Bid Opening Information: 2:00 PM, Monday, March 2, 2026 Download Available: http://www.jacksonvilletx.org/ Business Hours: 8 - 5, M - F Related Documents: RFP Ins Broker

Attachment Preview

REQUEST FOR PROPOSALS (RFP)

Health Insurance Brokerage and

Employee Benefits Consulting Services

RFP # 2026-104-01

DUE DATE: March 2, 2026 @ 2:00 pm

City of Jacksonville

Attn: RFP #2026-104-01; Health Insurance

Brokerage and Employee Benefits Consulting

Services

315 S Ragsdale St.

Jacksonville, TX 75766

http://www.jacksonvilletx.org/

1

Contents

Section I – Introduction and RFP Terms and Conditions .......................................................... 4

Calendar............................................................................................................................... 4

Submittal Requirements ....................................................................................................... 4

Definitions, Terms, and Conditions ....................................................................................... 5

Definitions ......................................................................................................................... 5

Terms and Conditions ....................................................................................................... 5

Public Information ............................................................................................................. 5

Electronic Documents........................................................................................................... 6

Receipt of Proposals ............................................................................................................ 6

City Prerogative to Accept or Reject Proposals..................................................................... 6

Reimbursements .................................................................................................................. 6

Certification .......................................................................................................................... 6

Agreement............................................................................................................................ 7

Communication..................................................................................................................... 7

Company Ownership / Management..................................................................................... 8

Disclosure............................................................................................................................. 8

Award of Contract................................................................................................................. 8

Addenda ............................................................................................................................... 8

False or Misleading Statements............................................................................................ 9

Clarification of Proposals ...................................................................................................... 9

Responsiveness ................................................................................................................... 9

Rejection of Proposals.......................................................................................................... 9

Indemnification and Release................................................................................................. 9

Indemnification .................................................................................................................. 9

Release............................................................................................................................. 9

Section II - Technical Specifications and General Information .................................................10

General Information .............................................................................................................10

Background ......................................................................................................................10

Minimum Proposals .............................................................................................................10

Disqualification of Respondents...........................................................................................11

Section III – Scope of Services................................................................................................12

Brokerage and Market Services...........................................................................................12

Benefits Consulting and Strategy.........................................................................................12

Quarterly Benefits Reconciliation and Audit Services (Required) .........................................12

Audit Reporting and Communication ...................................................................................13

2

Deliverables (Minimum Expectations) ..................................................................................13

Section IV – Qualifications ......................................................................................................14

Minimum Qualifications........................................................................................................14

Section V – Questions and Inquiries .......................................................................................15

Section VI - Evaluation Criteria and Weighting ........................................................................16

Evaluation Criteria ...............................................................................................................16

Selection Process / Interview...............................................................................................16

Section VII - Conflict of Interest ...............................................................................................17

Section VIII - Payment ............................................................................................................20

3

Section I – Introduction and RFP Terms and Conditions

Calendar

February 16, 2026

February 18 and February 25, 2026

March 2, 2026

March 5, 2026

March 10, 2026

Announce RFP

Advertise in Newspaper

Proposals Due / Bid Opening

Presentation at City Council Agenda Workshop

City Council Meeting- Award / Notice to Proceed

• The City of Jacksonville, Texas (“City”) is soliciting sealed proposals from qualified,

experienced, and properly licensed insurance brokerage firms to provide health insurance

brokerage and employee benefits consulting services.

• The City seeks a firm that will serve as a trusted advisor, advocate, and strategic partner in

the design, procurement, administration, and ongoing management of its employee

benefits program. The selected Firm will support the City in controlling costs, managing risk,

maintaining regulatory compliance, and providing competitive, sustainable benefits for

employees.

• The City employs a diverse workforce, including full-time, part-time, public safety, and

administrative employees. The selected Firm will work closely with the City’s Executive

Director of People and Strategy, Finance Department, Payroll, and other designated

stakeholders.

• Notice of this RFP was published in the Jacksonville Progressive. The RFP document is

available upon request or as otherwise provided by the City.

Submittal Requirements

Respondents shall submit one (1) hard copy and one (1) digital copy. Responses must be

received in a sealed envelope clearly marked on the outside with:

• The respondent’s name and address, and

• “City of Jacksonville RFP #2026-104-01; Health Insurance Brokerage and Employee

Benefits Consulting Services.”

Responses will be accepted until 2:00 p.m. on March 2, 2026, and should be delivered to:

City of Jacksonville

Attn: RFP #2026-104-01; Health Insurance Brokerage and Employee

Benefits Consulting Services

315 S. Ragsdale St.

Jacksonville, TX 75766

4

• Responsibility: It is the respondent’s responsibility to ensure responses are received prior

to the stated deadline. Any response received after the deadline will be returned unopened.

• Validity: No response may be withdrawn for at least ninety (90) days after the scheduled

response deadline.

Definitions, Terms, and Conditions

Definitions

To simplify the language used throughout this Request for Proposals (RFP), the following

definitions shall apply:

City – The City of Jacksonville, Texas.

City of Jacksonville – Same as City.

City Council – The elected governing body of the City of Jacksonville, Texas, vested with

authority to conduct City business as provided by the Texas Constitution and applicable

state laws.

Contract – A written agreement between the City and a selected firm to provide

professional services under the terms and conditions specified in this RFP.

Contractor / Firm – The respondent selected by the City to enter a contract because of

this RFP.

RFP – Request for Proposals.

Terms and Conditions

• The City reserves the right to reject any or all proposals.

• The City may waive minor irregularities or informalities.

• No costs incurred in responding to this RFP will be reimbursed.

• Selection does not obligate the City to execute a long-term contract.

• The broker relationship shall be at-will.

• Appointment as Agent of Record may be rescinded at the City’s discretion.

Public Information

All proposals are subject to the Texas Public Information Act.

5

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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