CareerSource Citrus Levy Marion - Health Insurance Brokerage Services RFP 2026
Citrus-Levy-Marion Regional Workforce Development BoardSpecial District · Ocala, FL- Due
- Feb 13, 2026
- Deadline passed
- Posted
- Feb 1, 2026
- Primary contact
- Iris Pozo
- (352) 873-7939 ext 1286
The 30-second brief
CareerSource Citrus Levy Marion is seeking proposals from qualified health insurance brokers to provide comprehensive health and ancillary insurance brokerage and consulting services, carrier negotiation, plan design support, compliance guidance (ACA, ERISA, COBRA, HIPAA), and ongoing employee benefits administration. The selected broker will assist with annual renewals, open enrollment planning, employee education, claims advocacy, and integration with the Paycom HR and payroll system across Citrus, Levy, Marion, Madison, Taylor, Lafayette, Suwannee, and Hamilton counties in Florida. The estimated annual health policy cost is approximately $620,000, funded by the U.S. Department of Labor. Proposals are due by Friday, February 13, 2026, at 4:00 PM EST, and must include a signed letter of intent, firm description, staff qualifications, service overview, insurance carrier list, compensation model, cost breakdown, implementation timeline, sample dashboards, and corporate client references.
Alignment with requested services and corporate needs 20 pts, Project team and staff qualifications 20 pts, Compensation model is cost reasonable 20 pts, Number and selection of agencies within responding entity's portfolio 10 pts, Demonstrated experience with organizations of similar size and situation 10 pts, Ability to meet implementation timeline goals 10 pts, Quality of references 10 pts
Hear what Citrus-Levy-Marion Regional Workforce Development Board plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
CareerSource Citrus Levy Marion is seeking proposals from qualified health insurance brokers to provide comprehensive health and ancillary insurance brokerage and consulting services, carrier negotiation, plan design support, compliance guidance (ACA, ERISA, COBRA, HIPAA), and ongoing employee benefits administration.
The selected broker will assist with annual renewals, open enrollment planning, employee education, claims advocacy, and integration with the Paycom HR and payroll system across Citrus, Levy, Marion, Madison, Taylor, Lafayette, Suwannee, and Hamilton counties in Florida. The estimated annual health policy cost is approximately $620,000, funded by the U.S. Department of Labor. Proposals are due by Friday, February 13, 2026, at 4:00 PM EST, and must include a signed letter of intent, firm description, staff qualifications, service overview, insurance carrier list, compensation model, cost breakdown, implementation timeline, sample dashboards, and corporate client references.
EVALUATION CRITERIA
Alignment with requested services and corporate needs 20 pts, Project team and staff qualifications 20 pts, Compensation model is cost reasonable 20 pts, Number and selection of agencies within responding entity's portfolio 10 pts, Demonstrated experience with organizations of similar size and situation 10 pts, Ability to meet implementation timeline goals 10 pts, Quality of references 10 pts
REQUIRED ATTACHMENTS
A signed letter of intent from an authorized representative
- Submit to
- [email protected]
- Scope location
- Ocala, FL
- Reported agency
- CareerSource Citrus Levy Marion
Questions about this RFP
How do I respond to this RFP from Citrus-Levy-Marion Regional Workforce Development Board?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 13, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Iris Pozo.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Citrus-Levy-Marion Regional Workforce Development Board in FL, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Iris Pozo at (352) 873-7939 ext 1286. Questions and answers are typically shared with all prospective bidders.
Show 4 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Alignment with requested services and corporate needs 20 pts, Project team and staff qualifications 20 pts, Compensation model is cost reasonable 20 pts, Number and selection of agencies within respon..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Citrus-Levy-Marion Regional Workforce Development Board?
All active and historical solicitations from Citrus-Levy-Marion Regional Workforce Development Board are tracked and searchable. As a special district agency, Citrus-Levy-Marion Regional Workforce Development Board regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: A signed letter of intent from an authorized representative. Review the full document from Citrus-Levy-Marion Regional Workforce Development Board for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Ocala, FL. Review the full solicitation for detailed scope requirements.