City of Stockton - Insurance Consulting Services for Citywide Benefits - PUR 26-029 (2026)
City of StocktonCity · Stockton, CA- Due
- Jul 9, 2026
- Deadline passed
- Posted
- Jun 4, 2026
- Contract term
- 3 years
- Primary contact
- Andrielyn Gladney
- (209) 937-8357
The 30-second brief
The City of Stockton is requesting proposals for comprehensive employee benefits consulting, actuarial, compliance, vendor management, and procurement support services for its health and welfare programs. The selected insurance broker will help manage insurance vendor relationships, negotiate premium rates, design benefit plans, ensure continued compliance with legislative requirements (including PPACA, FMLA, CFRA, COBRA, HIPAA, ADA, FEHA, and USERRA), conduct actuarial services, and perform annual compliance and administrative audits. The contract term is an initial three-year base agreement with up to two individual one-year option years. Proposals are due by July 9, 2026, at 2:00 PM PST, submitted electronically to [email protected] or via USB flash drive to the Office of the City Clerk, City Hall, 501 W Weber Ave, Building 1, Floor 1, Stockton, CA 95203. A question deadline is set for June 11, 2026. Evaluation criteria include qualifications, industry expertise, past performance, customer service, and price proposal.
Strategic Planning, Reporting and Benchmarking, Pre-Renewal Strategy, Procurement, Analysis, Negotiation, Recommendation and Implementation, Communication and Education, Compliance and Contract Review, Program Monitoring and Vendor Management
Qualifications 20%, Industry Expertise 20%, Past Performance 20%, Customer Service 20%, Proponent's Price Proposal 20%
Hear what Stockton plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The City of Stockton is requesting proposals for comprehensive employee benefits consulting, actuarial, compliance, vendor management, and procurement support services for its health and welfare programs.
The selected insurance broker will help manage insurance vendor relationships, negotiate premium rates, design benefit plans, ensure continued compliance with legislative requirements (including PPACA, FMLA, CFRA, COBRA, HIPAA, ADA, FEHA, and USERRA), conduct actuarial services, and perform annual compliance and administrative audits. The contract term is an initial three-year base agreement with up to two individual one-year option years. Proposals are due by July 9, 2026, at 2:00 PM PST, submitted electronically to [email protected] or via USB flash drive to the Office of the City Clerk, City Hall, 501 W Weber Ave, Building 1, Floor 1, Stockton, CA 95203. A question deadline is set for June 11, 2026. Evaluation criteria include qualifications, industry expertise, past performance, customer service, and price proposal.
EVALUATION CRITERIA
5- Qualifications 20%
- Industry Expertise 20%
- Past Performance 20%
- Customer Service 20%
- Proponent's Price Proposal 20%
REQUIRED DELIVERABLES
10- Strategic Planning
- Reporting and Benchmarking
- Pre-Renewal Strategy
- Procurement
- Analysis
- Negotiation
- Recommendation and Implementation
- Communication and Education
- Compliance and Contract Review
- Program Monitoring and Vendor Management
REQUIRED ATTACHMENTS
13- Cover Letter and Executive Summary
- Full response to the Scope of Services
- Attachment A - Proponent Contact Information
- Attachment B - Proponent Covenant
- Attachment C - Non-Collusion Affidavit (Notary required)
- Attachment D - Agency Reference List
- Attachment E - Certification of Financial Condition
- Attachment F - Price Proposal (under separate cover)
- Attachment G - Subcontractor List
- Attachment H - Exception Form
- Attachment I - Nondiscrimination Form
- Attachment J - Conflict of Interest Disclosure - AB334 Form
- All Addenda signed by vendor
- Submit to
- [email protected]
- Duration
- 60 months
- Scope location
- Stockton, CA
Questions about this RFP
How do I respond to this RFP from City of Stockton?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 9, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Andrielyn Gladney.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Stockton in CA, 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 Andrielyn Gladney at (209) 937-8357. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Strategic Planning, Reporting and Benchmarking, Pre-Renewal Strategy, Procurement, Analysis, Negotiation, Recommendation and Implementation, Communication and Education, Compliance and Contract Review, Program Monitoring and Vendor Management. Proposals should clearly address how each deliverable will be met.
Show 5 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: "Qualifications 20%, Industry Expertise 20%, Past Performance 20%, Customer Service 20%, Proponent's Price Proposal 20%" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Stockton?
All active and historical solicitations from City of Stockton are tracked and searchable. As a city agency, City of Stockton regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
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: Cover Letter and Executive Summary, Full response to the Scope of Services, Attachment A - Proponent Contact Information, Attachment B - Proponent Covenant, Attachment C - Non-Collusion Affidavit (Not. Review the full document from City of Stockton for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Stockton, CA. Review the full solicitation for detailed scope requirements.