Project Information

Bid Title

FY26-SCHR-01: Employee Benefit Plan Brokerage Services

Issuing Agency

Sandoval County

Location

New Mexico

Published Date

Dec 1, 2025

Closing Date

Jan 6, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

FY26-SCHR-01: Employee Benefit Plan Brokerage Services, Due Date: January 6, 2026, by 3:00 PM

RFP Documents: Click to Download

Number: FY26-SCHR-01
Pre-Bid Mtg: None
Project Name: Employee Benefit Plan Brokerage Services
NIGP Codes: 91840, 91869, 94638
Open Date: November 30, 2025
Due Date: January 6, 2026, by 3:00 PM MDT

Attachment Preview

REQUEST FOR PROPOSALS

SANDOVAL COUNTY

Employee Benefit Plan Brokerage Services

RFP# FY26-SCHR-01

Release Date: November 30, 2025

Due Date: January 6, 2026 at 3:00 p.m. MST

NIGP Codes: 91840, 91869, 94638

I. INTRODUCTION

A. PURPOSE OF THIS REQUEST FOR PROPOSALS

The Sandoval County Board of County Commissioners is accepting proposals for Employee

Benefits Plan Brokerage Services (NIGP Commodity Codes: 91840, 91869, 94638). Responses

will be accepted in the Finance Department, Attn: Leslie Olivas, Sandoval County Administrative

Offices, 1500 Idalia Road, Bldg. D, 2nd Floor, Bernalillo, New Mexico 87004 until 3:00 p.m.

(Mountain Standard Time) on January 6, 2026. Late submissions will not be considered. The

Sandoval Board of County Commissioners reserves the right to reject any and all responses.

B. SANDOVAL COUNTY BACKGROUND

Sandoval County is a Class A county located in central New Mexico. It covers over 3,700 square

miles of both urban and rural areas with a population of approximately 148,800 people according

the 2020 census. Sandoval County has a commission/manager form of government. The Board

of County Commissioners consist of five members elected by voters within their respective

districts. The County Manager is appointed by the Commission to carry out policy and serve as

chief administrative officer.

Sandoval County currently employs five hundred forty (540) employees. The current employee

benefits program includes medical, dental, vision, short and long term disability plans, accident

and critical illness, legal, administrative plans including flexible spending and COBRA, and life

insurance op

C. SCOPE OF PROCUREMENT

The Sandoval County (“County”) Purchasing Office, on behalf of the Human Resources

department, is soliciting proposals from qualified brokerage firms to represent Sandoval County

as the employee benefits broker on record. The broker will be responsible for benchmarking plan

designs, costs and contributions, evaluating market trends and funding, preparing request for

proposals and evaluating potential vendors, reviewing plan documents, making recommendations

for plan changes, development and production of County benefit communication materials, and

engaging the services of benefits provided for all County employees.

D. TERM OF CONTRACT

This Request for Proposal is to contract with a brokerage firm under a commission fee-based

structure as outlined in this RFP for the time frame of July 1, 2026 to June 30, 2027 with the option

for a renewal on an annual basis for a total of four (4) years.

The contract is non-exclusive should a need or conflict arise as determined by Sandoval County.

2

E. PROCUREMENT MANAGER

1. Sandoval County has assigned a Procurement Manager who is responsible for the conduct

of this procurement whose name, address, telephone number, and e-mail address are listed

below:

Name:

Address:

Telephone:

Fax:

E-mail:

Leslie Olivas, Senior Procurement Specialist

Sandoval County

1500 Idalia Road, Bldg. D, 2nd Floor

PO Box 40

Bernalillo, NM 87004

(505) 404-5873

(505) 867-7605

ldolivas@sandovalcountynm.gov

2. All deliveries of responses via express carrier must be addressed as follows. All potential

offerors are responsible for ensuring their complete proposal is received on or before the

stated deadline, regardless of courier utilized. Later proposals will not be considered for

award.

Name:

RFP Name:

Address:

Leslie Olivas, Senior Procurement Specialist

Employee Benefit Plan Brokerage Services

RFP# FY26-SCHR-01

Sandoval County

1500 Idalia Road, Bldg. D

PO Box 40

Bernalillo, NM 87004

3. Any inquires or requests regarding this procurement should be submitted, in writing, to

the Procurement Manager. Offerors may ONLY contact the Procurement Manager

regarding this procurement. Other county employees or Evaluation Committee members

do not have the authority to respond on behalf of the County. Protests of the solicitation

or award must be delivered by mail to the Protest Manager. A Protest Manager has

been named in this Request for Proposals, pursuant to NMSA 1978, § 13-1-172, ONLY

protests delivered directly to the Protest Manager in writing and in a timely fashion will be

considered to have been submitted properly and in accordance with statute, rule and this

Request for Proposals. Emailed protests will not be considered as properly submitted.

II. CONDITIONS GOVERNING THE PROCUREMENT

This section of the RFP contains the schedule, description and conditions governing the

procurement.

A. SEQUENCE OF EVENTS

3

The Procurement Manager will make every effort to adhere to the following schedule:

Action

1. Issue RFP

2. Return of Acknowledgement

of Receipt Form

3. Mandatory Pre-Proposal

Conference and Site Visit

4. Deadline to submit

Questions

5. Response to Written

Questions

6. Submission of Proposal

7. Proposal Evaluation

8. Selection of Finalists

9. Contract Awards

10. Protest Deadline

Responsible Party

Sandoval County

Potential Offerors

Due Dates

NOVEMBER 30, 2025

DECEMBER 9, 2025

Sandoval County and N/A

Potential Offerors

Potential Offerors

DECEMBER 17, 2025

Procurement

Manager

Potential Offerors

Evaluation

Committee

Evaluation

Committee

Sandoval County

DECEMBER 22, 2025

JANUARY 6, 2026 AT

3:00 PM MST.

TBD

TBD

TBD

+15 days

B. EXPLANATION OF EVENTS

The following paragraphs describe the activities listed in the sequence of events shown in Section

II. A., above.

1. Issuance of RFP

This RFP is being issued on behalf of the Human Resources Department.

2. Acknowledgement of Receipt

Potential Offerors may e-mail, hand deliver, return by facsimile or registered or certified

mail the “Acknowledgment of Receipt of Request for Proposals Form” that accompanies

this document, APPENDIX A, to have the offeror placed on the procurement distribution

list. The form should by signed by an authorized representative of the offeror, dated, and

returned to the Procurement Manager.

The procurement distribution list will be used for the distribution of written responses to

questions.

3. Mandatory Pre-Proposal Conference and Site Visit

This section is not applicable for this procurement.

4

4. Deadline to Submit Written Questions

Potential Offerors may submit written questions to the Procurement Manager as to the

intent or clarity of this RFP as indicated in the sequence of events. All written questions

must be addressed to the Procurement Manager as declared in Section I, Paragraph E.

Questions shall be clearly labeled and shall cite the section(s) I the RFP or other document

which forms the basis of the question.

5. Response to Written Questions

Responses to written questions will be distributed as indicated in the sequence of events to

all potential Offerors whose name appears on the procurement distribution list. An e-mail

copy will be sent all Offerors that provide an Acknowledgement of Receipt Form.

6. Submission of Proposals

ALL OFFEROR PROPOSALS MUST BE RECEIVED FOR REVIEW AND

EVALUATION BY THE PROCUREMENT MANAGER OR DESIGNEE NO LATER

THAN 3:00 PM MOUNTAIN STANDARD TIME (MST) ON January 6, 2026.

Proposals received after this deadline will not be accepted. The date and time of receipt

will be recorded on each proposal.

Proposals must be addressed and delivered to the Procurement Manager at the address

listed in Section I, Paragraph E2. Proposals must be sealed and labeled on the outside of

the package to clearly indicate that they are in response to the Employee Benefit Plan

Brokerage Services RFP #FY26-SCHR-01. Proposals submitted by facsimile or other

electronic means will not be accepted.

A public log will be kept of the names of all Offerors that submitted proposals. Pursuant

to NMSA 1978, § 13-1-116, the contents of proposals shall not be disclosed to competing

potential Offerors during the negotiation process. The negotiation process is deemed to be

in effect until the contract is awarded pursuant to this Request for Proposals.

7. Proposal Evaluation

An Evaluation Committee will perform the evaluation of proposals. This process will take

place as indicated in the sequence of events, depending upon the number of proposals

received. During this time, the Procurement Manager may initiate discussions with

Offerors who submit responsive or potentially responsive proposals for the purpose of

clarifying aspects of the proposals. However, proposals may be accepted and evaluated

without such discussion. Discussions SHALL NOT be initiated by the Offerors.

8. Finalize Contractual Agreements

5

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541612Human Resources Consulting Services

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